Corrigan Financial, Inc. 13F 持仓 · 最近申报 2025年Q1
Corrigan Financial 在 2025年Q1(报告期截至 2025-03-31)的 SEC 13F 申报中报告了 44 只证券,申报市值合计 4.85 亿美元。前几大持仓:VUG(15.36%)、VXUS(9.71%)、BSV(8.59%)。本季前 25 大持仓中:新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $74.6M | 15.36% | 201,089 | 增持 |
| 2 | VXUS | VANGUARD STAR FDS | $47.1M | 9.71% | 758,678 | 增持 |
| 3 | BSV | VANGUARD BD INDEX FDS | $41.7M | 8.59% | 532,617 | 增持 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $37.2M | 7.66% | 790,495 | 增持 |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $31.1M | 6.41% | 544,076 | 增持 |
| 6 | BND | VANGUARD BD INDEX FDS | $29.7M | 6.13% | 404,948 | 增持 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $29.0M | 5.97% | 948,486 | 增持 |
| 8 | RLY | SSGA ACTIVE ETF TR | $25.8M | 5.32% | 904,459 | 增持 |
| 9 | IXUS | ISHARES TR | $20.9M | 4.31% | 299,352 | 减持 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $15.8M | 3.25% | 585,894 | 新建仓 |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $15.3M | 3.15% | 590,889 | 增持 |
| 12 | VBK | VANGUARD INDEX FDS | $13.0M | 2.68% | 51,725 | 增持 |
| 13 | GWX | SPDR INDEX SHS FDS | $9.5M | 1.95% | 296,834 | 减持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $9.1M | 1.86% | 182,398 | 增持 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $8.9M | 1.84% | 340,682 | 增持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $7.8M | 1.60% | 152,874 | 增持 |
| 17 | AAPL | APPLE INC | $7.4M | 1.52% | 33,133 | 减持 |
| 18 | VTV | VANGUARD INDEX FDS | $7.4M | 1.52% | 42,636 | 减持 |
| 19 | EEMS | ISHARES INC | $7.0M | 1.45% | 126,730 | 减持 |
| 20 | REET | ISHARES TR | $4.6M | 0.95% | 189,624 | 减持 |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $4.6M | 0.94% | 162,139 | 增持 |
| 22 | IWB | ISHARES TR | $3.8M | 0.79% | 12,502 | 减持 |
| 23 | IWF | ISHARES TR | $3.4M | 0.70% | 9,428 | 增持 |
| 24 | ACWX | ISHARES TR | $3.1M | 0.63% | 55,179 | 减持 |
| 25 | IVV | ISHARES TR | $2.9M | 0.59% | 5,104 | 增持 |
来源:SEC 13F 申报文件 · 截至 2025-03-31
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