Colony Group LLC 13F 持仓 · 最近申报 2023年Q3
Colony Group 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 754 只证券，申报市值合计 66.57 亿美元。前几大持仓：IXUS（4.72%）、VOO（4.42%）、BRK/A（3.24%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TRUST CORE MSCI TOTAL INTL STK E | $314.4M | 4.72% | 5.2M | 增持 |
| 2 | VOO | VANGUARD S&P 500 ETF | $294.2M | 4.42% | 749,280 | 增持 |
| 3 | BRK/A | Berkshire Hathaway Inc Class A | $215.8M | 3.24% | 406 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $204.2M | 3.07% | 646,720 | 减持 |
| 5 | AAPL | APPLE INC | $183.6M | 2.76% | 1.1M | 减持 |
| 6 | QUS | SPDR SER TR MSCI USA STRTGIC | $174.3M | 2.62% | 1.4M | 增持 |
| 7 | VIG | VANGUARD DIVIDEND APPRECIATION | $132.8M | 1.99% | 854,648 | 减持 |
| 8 | IWB | ISHARES RUSSELL 1000 ETF | $126.7M | 1.90% | 539,374 | 减持 |
| 9 | VTI | VANGUARD TOTAL STOCK MARKET | $103.8M | 1.56% | 488,798 | 减持 |
| 10 | GOOGL | ALPHABET INC CLASS A | $90.2M | 1.35% | 688,998 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $81.1M | 1.22% | 558,977 | 减持 |
| 12 | PEP | PEPSICO INC | $76.8M | 1.15% | 453,059 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC - Class B | $74.0M | 1.11% | 211,363 | 减持 |
| 14 | VV | VANGUARD LARGE-CAP INDEX FUND | $71.5M | 1.07% | 365,452 | 减持 |
| 15 | VXF | VANGUARD EXTENDED MARKET ETF S &P COMPL | $65.8M | 0.99% | 459,216 | 增持 |
| 16 | IBTF | ISHARES IBONDS DEC 2025 TERM ETF | $61.1M | 0.92% | 2.6M | 增持 |
| 17 | CVX | CHEVRON CORP | $60.2M | 0.91% | 357,301 | 增持 |
| 18 | UNH | UNITEDHEALTH GROUP | $60.9M | 0.91% | 120,740 | 减持 |
| 19 | IWV | ISHARES TR RUSSELL | $58.7M | 0.88% | 239,721 | 增持 |
| 20 | IBMN | ISHARES IBONDS DEC 2025 TERM MUNI BDS ETF | $57.4M | 0.86% | 2.2M | 增持 |
| 21 | AMZN | AMAZON.COM INC | $56.8M | 0.85% | 446,772 | 减持 |
| 22 | RAYC | RAYLIANT QUANTAMENTAL | $56.9M | 0.85% | 3.9M | 增持 |
| 23 | MA | MASTERCARD INC | $54.9M | 0.83% | 138,770 | 减持 |
| 24 | MRK | MERCK & CO INC | $53.9M | 0.81% | 523,409 | 减持 |
| 25 | PG | PROCTER & GAMBLE CO | $51.6M | 0.78% | 353,905 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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