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Dixon Hughes Goodman Wealth Advisors LLC 13F 持仓 · 最近申报 2022年Q1

Dixon Hughes Goodman Wealth Advisors 在 2022年Q1(报告期截至 2022-03-31)的 SEC 13F 申报中报告了 1,030 只证券,申报市值合计 3.49 亿美元。前几大持仓:DFAC(12.94%)、DFAT(10.67%)、DFAS(8.47%)。本季前 25 大持仓中:增持 17 只、减持 8 只。

排名代码公司市值占组合股数变动
1DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$45.1M12.94%1.6M增持
2DFATDIMENSIONAL U.S. TARGETED VALUE ETF$37.2M10.67%798,535减持
3DFASDIMENSIONAL U.S. SMALL CAP ETF$29.5M8.47%526,988减持
4DFIVDIMENSIONAL INTERNATIONAL VALUE ETF$22.0M6.32%657,942减持
5VTVVANGUARD VALUE INDEX FUND$16.2M4.63%109,330增持
6AAPLAPPLE INC COM$7.4M2.13%42,561增持
7PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL$7.2M2.07%243,858增持
8PGPROCTER AND GAMBLE CO COM$6.9M1.97%44,988增持
9POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER$6.4M1.85%213,025减持
10PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY$6.3M1.82%194,625增持
11BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$4.5M1.30%12,846增持
12MSFTMICROSOFT CORP COM$4.5M1.28%14,517增持
13SPYSPDR S&P 500 ETF$4.4M1.27%9,837减持
14PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY$4.2M1.19%135,546减持
15VUSBVANGUARD ULTRA-SHORT BOND ETF$3.9M1.11%78,522减持
16VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND$3.3M0.96%42,711增持
17XOMEXXON MOBIL CORP COM$3.2M0.93%39,321增持
18VTIVANGUARD TOTAL STOCK MARKET INDEX FUND$3.2M0.92%14,022增持
19DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$2.7M0.77%107,963增持
20IAPRINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL$2.5M0.72%101,965增持
21IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY$2.3M0.66%87,256增持
22TFCTRUIST FINL CORP COM$2.3M0.65%40,024增持
23PFEBINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY$2.2M0.62%73,477增持
24DUKDUKE ENERGY CORP NEW COM NEW$2.1M0.61%18,968增持
25IOCTINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER$2.0M0.58%82,154减持

来源:SEC 13F 申报文件 · 截至 2022-03-31

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