Compass Investment Advisers LLC 13F 持仓 · 最近申报 2024年Q4
Compass Investment Advisers 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 3,443.85 万美元。前几大持仓：VUG（14.62%）、VIG（12.57%）、VTV（12.48%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $5.0M | 14.62% | 12,271 | 新建仓 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $4.3M | 12.57% | 22,110 | 新建仓 |
| 3 | VTV | VANGUARD INDEX FDS | $4.3M | 12.48% | 25,379 | 新建仓 |
| 4 | MSFT | MICROSOFT CORP | $3.4M | 9.78% | 7,988 | 新建仓 |
| 5 | IEFA | ISHARES TR | $2.9M | 8.33% | 40,827 | 新建仓 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $1.7M | 4.94% | 13,324 | 新建仓 |
| 7 | VOO | VANGUARD INDEX FDS | $1.6M | 4.66% | 2,979 | 新建仓 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.4M | 3.99% | 3,029 | 新建仓 |
| 9 | VTI | VANGUARD INDEX FDS | $1.4M | 3.97% | 4,715 | 新建仓 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $1.2M | 3.39% | 42,145 | 新建仓 |
| 11 | SHY | ISHARES TR | $636,415 | 1.85% | 7,763 | 新建仓 |
| 12 | SCHC | SCHWAB STRATEGIC TR | $571,126 | 1.66% | 16,636 | 新建仓 |
| 13 | ACWI | ISHARES TR | $561,650 | 1.63% | 4,780 | 新建仓 |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $546,610 | 1.59% | 6,119 | 新建仓 |
| 15 | VTIP | VANGUARD MALVERN FDS | $492,415 | 1.43% | 10,170 | 新建仓 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $450,837 | 1.31% | 10,237 | 新建仓 |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $441,899 | 1.28% | 6,510 | 新建仓 |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $413,079 | 1.20% | 5,295 | 新建仓 |
| 19 | ESGU | ISHARES TR | $378,216 | 1.10% | 2,936 | 新建仓 |
| 20 | IJJ | ISHARES TR | $380,503 | 1.10% | 3,045 | 新建仓 |
| 21 | SCHA | SCHWAB STRATEGIC TR | $363,035 | 1.05% | 14,038 | 新建仓 |
| 22 | IJK | ISHARES TR | $359,264 | 1.04% | 3,951 | 新建仓 |
| 23 | VO | VANGUARD INDEX FDS | $342,577 | 0.99% | 1,297 | 新建仓 |
| 24 | ESGD | ISHARES TR | $272,353 | 0.79% | 3,577 | 新建仓 |
| 25 | AAPL | APPLE INC | $232,139 | 0.67% | 927 | 新建仓 |
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