Berry Group, LLC 13F 持仓 · 最近申报 2020年Q4
Berry Group 在 2020年Q4(报告期截至 2020-12-31)的 SEC 13F 申报中报告了 112 只证券,申报市值合计 2.22 亿美元。前几大持仓:VUG(9.60%)、AAPL(6.26%)、VTV(5.91%)。本季前 25 大持仓中:增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $21.3M | 9.60% | 84,029 | 增持 |
| 2 | AAPL | APPLE INC | $13.9M | 6.26% | 104,628 | 减持 |
| 3 | VTV | VANGUARD INDEX FDS | $13.1M | 5.91% | 110,174 | 增持 |
| 4 | IJH | ISHARES TR | $8.6M | 3.87% | 37,367 | 增持 |
| 5 | IWF | ISHARES TR | $7.8M | 3.53% | 32,459 | 增持 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $7.1M | 3.19% | 121,254 | 减持 |
| 7 | IJR | ISHARES TR | $7.0M | 3.15% | 75,943 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $6.5M | 2.91% | 33,154 | 减持 |
| 9 | VB | VANGUARD INDEX FDS | $6.1M | 2.75% | 31,259 | 增持 |
| 10 | AMZN | AMAZON COM INC | $5.8M | 2.62% | 1,781 | 增持 |
| 11 | VEA | VANGUARD TAX-MANAGED INTL FD | $5.6M | 2.53% | 118,708 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $5.3M | 2.37% | 104,820 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $5.1M | 2.30% | 14,823 | 增持 |
| 14 | IWD | ISHARES TR | $5.1M | 2.29% | 37,085 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $4.8M | 2.15% | 37,549 | 增持 |
| 16 | VO | VANGUARD INDEX FDS | $4.7M | 2.10% | 22,521 | 增持 |
| 17 | SPY | SPDR S&P 500 ETF TR | $4.5M | 2.02% | 11,950 | 增持 |
| 18 | SCZ | ISHARES TR | $4.4M | 2.01% | 65,056 | 增持 |
| 19 | IVV | ISHARES TR | $4.2M | 1.88% | 11,091 | 减持 |
| 20 | EEM | ISHARES TR | $3.3M | 1.48% | 63,564 | 增持 |
| 21 | AGG | ISHARES TR | $3.2M | 1.43% | 26,864 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.42% | 19,951 | 增持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $3.0M | 1.37% | 84,363 | 持平 |
| 24 | EFA | ISHARES TR | $3.0M | 1.34% | 40,811 | 减持 |
| 25 | IDXX | IDEXX LABS INC | $2.7M | 1.23% | 5,452 | 减持 |
来源:SEC 13F 申报文件 · 截至 2020-12-31
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