Berman Capital Advisors, LLC 13F 持仓 · 最近申报 2021年Q3
Berman Capital Advisors 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 2,229 只证券，申报市值合计 6.36 亿美元。前几大持仓：VV（17.06%）、IEFA（11.84%）、VO（4.32%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-Cap Index Fund | $108.5M | 17.06% | 539,852 | 增持 |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $75.3M | 11.84% | 1.0M | 增持 |
| 3 | VO | Vanguard Mid-Cap Index Fund | $27.4M | 4.32% | 115,865 | 增持 |
| 4 | QUAL | iShares Edge MSCI USA Quality | $25.4M | 4.00% | 192,967 | 减持 |
| 5 | IWF | iShares Russell 1000 Growth ETF | $24.4M | 3.84% | 89,128 | 增持 |
| 6 | AAPL | Apple Inc Com | $14.6M | 2.30% | 103,480 | 增持 |
| 7 | MSFT | Microsoft Corp Com | $12.3M | 1.93% | 43,528 | 增持 |
| 8 | VT | Vanguard Total World Stock Index Fund | $12.1M | 1.90% | 118,518 | 减持 |
| 9 | AMZN | Amazon Com Inc Com | $11.9M | 1.88% | 3,633 | 增持 |
| 10 | VXUS | Vanguard Total International Stock ETF | $11.4M | 1.80% | 180,449 | 减持 |
| 11 | SPY | SPDR S&P 500 ETF | $10.4M | 1.63% | 24,180 | 减持 |
| 12 | VTI | Vanguard Total Stock Market Index Fund | $9.5M | 1.50% | 42,892 | 增持 |
| 13 | VTV | Vanguard Value Index Fund | $9.3M | 1.46% | 68,494 | 增持 |
| 14 | LPRO | Open Lending Corp Com CL A | $7.2M | 1.14% | 200,187 | 新建仓 |
| 15 | GOOGL | Alphabet Inc Cap Stk Cl A | $5.3M | 0.83% | 1,974 | 增持 |
| 16 | BRKB | Berkshire Hathaway Inc Del Cl B New | $5.2M | 0.82% | 19,074 | 增持 |
| 17 | DFUS | Dimensional U.S. Equity ETF | $4.9M | 0.78% | 104,851 | 新建仓 |
| 18 | HD | Home Depot Inc Com | $4.8M | 0.76% | 14,718 | 增持 |
| 19 | VEU | Vanguard FTSE All-World Ex US Index Fund | $4.6M | 0.72% | 75,360 | 增持 |
| 20 | VWO | Vanguard FTSE Emerging Markets ETF | $4.5M | 0.71% | 90,063 | 减持 |
| 21 | BND | Vanguard Total Bond Market Index | $4.3M | 0.68% | 50,853 | 减持 |
| 22 | META | Facebook Inc Cl A | $4.0M | 0.63% | 11,782 | 增持 |
| 23 | VIG | Vanguard Dividend Appreciation Index Fund | $3.4M | 0.54% | 22,432 | 增持 |
| 24 | QQQ | Invesco QQQ Trust | $3.3M | 0.52% | 9,183 | 减持 |
| 25 | TSLA | Tesla Inc Com | $3.1M | 0.49% | 4,028 | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR