Equius Partners, Inc. 13F 持仓 · 最近申报 2022年Q4
Equius Partners 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 3.24 亿美元。前几大持仓：DFUV（30.70%）、DFAT（28.14%）、DFIV（18.32%）。本季前 25 大持仓中：新建仓 10 只、增持 5 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $99.4M | 30.70% | 3.0M | 减持 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $91.1M | 28.14% | 2.1M | 减持 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $59.3M | 18.32% | 2.0M | 减持 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $44.7M | 13.82% | 1.1M | 增持 |
| 5 | DISV | DIMENSIONAL ETF TRUST | $11.0M | 3.38% | 493,367 | 增持 |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $4.3M | 1.33% | 173,454 | 增持 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $3.1M | 0.96% | 60,750 | 减持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.53% | 34,072 | 新建仓 |
| 9 | VOO | VANGUARD INDEX FDS | $1.7M | 0.53% | 4,900 | 新建仓 |
| 10 | DFLV | DIMENSIONAL ETF TRUST | $1.6M | 0.51% | 67,090 | 新建仓 |
| 11 | TWOU | 2U INC | $819,614 | 0.25% | 130,720 | 持平 |
| 12 | VB | VANGUARD INDEX FDS | $793,443 | 0.24% | 4,323 | 新建仓 |
| 13 | VO | VANGUARD INDEX FDS | $792,006 | 0.24% | 3,886 | 新建仓 |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $740,718 | 0.23% | 30,850 | 增持 |
| 15 | AVSF | AMERICAN CENTY ETF TR | $307,422 | 0.09% | 6,701 | 持平 |
| 16 | AAPL | APPLE INC | $253,883 | 0.08% | 1,954 | 减持 |
| 17 | IGV | ISHARES TR | $263,270 | 0.08% | 1,029 | 新建仓 |
| 18 | SPYG | SPDR SER TR | $270,578 | 0.08% | 5,340 | 持平 |
| 19 | DE | DEERE & CO | $231,102 | 0.07% | 539 | 新建仓 |
| 20 | DIHP | DIMENSIONAL ETF TRUST | $214,657 | 0.07% | 9,735 | 新建仓 |
| 21 | XMMO | INVESCO EXCHANGE TRADED FD T | $232,301 | 0.07% | 3,085 | 持平 |
| 22 | AMGN | AMGEN INC | $206,698 | 0.06% | 787 | 新建仓 |
| 23 | GPGI | COMPOSECURE INC | $193,503 | 0.06% | 39,410 | 持平 |
| 24 | MCD | MCDONALDS CORP | $209,243 | 0.06% | 794 | 新建仓 |
| 25 | PTY | PIMCO CORPORATE & INCOME OPP | $151,618 | 0.05% | 12,624 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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