Financial Management Concepts Corp 13F 持仓 · 最近申报 2021年Q4
Financial Management Concepts 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.37 亿美元。前几大持仓：VCR（13.43%）、VGT（11.99%）、SCHP（10.58%）。本季前 25 大持仓中：新建仓 4 只、增持 9 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCR | VANGUARD WORLD FDS | $18.4M | 13.43% | 54,092 | 减持 |
| 2 | VGT | VANGUARD WORLD FDS | $16.4M | 11.99% | 35,906 | 减持 |
| 3 | SCHP | SCHWAB STRATEGIC TR | $14.5M | 10.58% | 230,798 | 新建仓 |
| 4 | VOO | VANGUARD INDEX FDS | $10.4M | 7.55% | 23,713 | 增持 |
| 5 | RSPN | INVESCO EXCHANGE TRADED FD T | $9.4M | 6.88% | 47,697 | 减持 |
| 6 | PDBC | INVESCO ACTIVLY MANGD ETC FD | $8.9M | 6.51% | 635,236 | 减持 |
| 7 | RSPM | INVESCO EXCHANGE TRADED FD T | $8.9M | 6.47% | 49,212 | 减持 |
| 8 | VOX | VANGUARD WORLD FDS | $6.9M | 5.04% | 50,958 | 减持 |
| 9 | RSPF | INVESCO EXCHANGE TRADED FD T | $6.2M | 4.50% | 96,038 | 新建仓 |
| 10 | STIP | ISHARES TR | $5.2M | 3.77% | 48,776 | 增持 |
| 11 | TIP | ISHARES TR | $5.1M | 3.74% | 39,760 | 增持 |
| 12 | TIPX | SPDR SER TR | $5.0M | 3.61% | 234,147 | 增持 |
| 13 | BSV | VANGUARD BD INDEX FDS | $4.6M | 3.37% | 57,000 | 增持 |
| 14 | QQQ | INVESCO QQQ TR | $4.0M | 2.91% | 10,031 | 增持 |
| 15 | RSPH | INVESCO EXCHANGE TRADED FD T | $3.1M | 2.30% | 9,816 | 减持 |
| 16 | SCHB | SCHWAB STRATEGIC TR | $1.7M | 1.26% | 15,236 | 增持 |
| 17 | NOBL | PROSHARES TR | $1.4M | 1.05% | 14,678 | 减持 |
| 18 | SHV | ISHARES TR | $1.2M | 0.85% | 10,543 | 持平 |
| 19 | SPYM | SPDR SER TR | $937,000 | 0.68% | 16,760 | 增持 |
| 20 | HD | HOME DEPOT INC | $905,000 | 0.66% | 2,180 | 持平 |
| 21 | LMT | LOCKHEED MARTIN CORP | $819,000 | 0.60% | 2,304 | 减持 |
| 22 | IGV | ISHARES TR | $788,000 | 0.57% | 1,977 | 新建仓 |
| 23 | SOXX | ISHARES TR | $513,000 | 0.37% | 942 | 新建仓 |
| 24 | SPY | SPDR S&P 500 ETF TR | $502,000 | 0.37% | 1,057 | 减持 |
| 25 | SPSB | SPDR SER TR | $430,000 | 0.31% | 13,826 | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
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