Cassady Schiller Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q4
Cassady Schiller Wealth Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 1,128 只证券，申报市值合计 2.73 亿美元。前几大持仓：VTV（15.64%）、VUG（12.55%）、VOO（8.64%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $42.7M | 15.64% | 251,932 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $34.2M | 12.55% | 83,379 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $23.6M | 8.64% | 43,721 | 增持 |
| 4 | PG | PROCTER AND GAMBLE CO | $14.2M | 5.19% | 84,434 | 减持 |
| 5 | VOE | VANGUARD INDEX FDS | $7.2M | 2.65% | 44,588 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $6.2M | 2.27% | 243,660 | 增持 |
| 7 | AAPL | APPLE INC | $5.4M | 1.97% | 21,481 | 减持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $5.2M | 1.89% | 226,960 | 增持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 1.86% | 146,892 | 减持 |
| 10 | PCTY | PAYLOCITY HLDG CORP | $5.1M | 1.86% | 25,406 | 增持 |
| 11 | CTAS | CINTAS CORP | $4.5M | 1.64% | 24,458 | 减持 |
| 12 | VOT | VANGUARD INDEX FDS | $4.4M | 1.62% | 17,358 | 减持 |
| 13 | IWV | ISHARES TR | $4.3M | 1.59% | 13,004 | 持平 |
| 14 | NEAR | ISHARES U S ETF TR | $3.9M | 1.42% | 76,413 | 减持 |
| 15 | SCHK | SCHWAB STRATEGIC TR | $3.9M | 1.42% | 136,558 | 增持 |
| 16 | IVV | ISHARES TR | $3.7M | 1.36% | 6,314 | 减持 |
| 17 | USB | US BANCORP DEL | $3.4M | 1.25% | 71,469 | 减持 |
| 18 | SCTXX | SCHWAB CHARLES FAMILY FD | $3.4M | 1.24% | 3.4M | 减持 |
| 19 | MSFT | MICROSOFT CORP | $2.9M | 1.08% | 6,975 | 减持 |
| 20 | ITW | ILLINOIS TOOL WKS INC | $2.9M | 1.06% | 11,414 | 减持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 0.95% | 54,246 | 增持 |
| 22 | DFUV | DIMENSIONAL ETF TRUST | $2.5M | 0.93% | 61,963 | 减持 |
| 23 | IWB | ISHARES TR | $2.4M | 0.90% | 7,574 | 减持 |
| 24 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 0.84% | 81,716 | 增持 |
| 25 | DFUS | DIMENSIONAL ETF TRUST | $2.0M | 0.75% | 32,123 | 持平 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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