Keystone Wealth Partners 13F 持仓 · 最近申报 2022年Q1
Keystone Wealth Partners 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 2.14 亿美元。前几大持仓：VGSH（18.19%）、IVV（14.41%）、IJJ（9.58%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-Term Treasury ETF | $38.9M | 18.19% | 657,154 | 增持 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $30.8M | 14.41% | 67,973 | 增持 |
| 3 | IJJ | ISHARES S&P MIDCAP 400 VA | $20.5M | 9.58% | 186,991 | 增持 |
| 4 | VO | Vanguard Mid-Cap VIPERs | $19.7M | 9.20% | 82,837 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED INTL | $19.2M | 8.95% | 398,983 | 增持 |
| 6 | STIP | iShares 0-5 Year TIPS Bond ETF | $17.4M | 8.12% | 165,694 | 增持 |
| 7 | SCHP | Schwab US TIPS ETF | $17.1M | 7.98% | 281,498 | 增持 |
| 8 | VCSH | VANGUARD SHORT TERM CORP | $17.0M | 7.95% | 217,914 | 增持 |
| 9 | IJR | ISHARES TR CORE S&P SMALL | $10.3M | 4.80% | 95,332 | 增持 |
| 10 | DFIV | DFA TAX-MANAGED INTERNATIONAL LG VALUE | $10.1M | 4.70% | 300,629 | 增持 |
| 11 | VGIT | Vanguard Intmdt-Term Trs ETF | $3.2M | 1.50% | 50,912 | 增持 |
| 12 | VTI | Vanguard Total Stock Mark | $2.0M | 0.94% | 8,825 | 减持 |
| 13 | BND | VANGUARD TTL BD MKT | $1.6M | 0.73% | 19,767 | 减持 |
| 14 | MPC | Marathon Petroleum Corp | $1.4M | 0.66% | 16,504 | 持平 |
| 15 | HD | The Home Depot Inc | $986,000 | 0.46% | 3,295 | 减持 |
| 16 | AAPL | Apple Inc | $915,000 | 0.43% | 5,242 | 减持 |
| 17 | GPN | GLOBAL PAYMENTS INC | $666,000 | 0.31% | 4,868 | 减持 |
| 18 | SPY | SPDR S&P 500 ETF TR TR UN | $456,000 | 0.21% | 1,010 | 减持 |
| 19 | MSFT | Microsoft Corp | $437,000 | 0.20% | 1,416 | 减持 |
| 20 | MCD | McDonald s Corp | $378,000 | 0.18% | 1,528 | 减持 |
| 21 | DVY | iSHARES TR DOW JONES SELE | $247,000 | 0.12% | 1,927 | 减持 |
| 22 | JNJ | Johnson & Johnson | $264,000 | 0.12% | 1,489 | 减持 |
| 23 | FAST | Fastenal Co | $238,000 | 0.11% | 4,000 | 持平 |
| 24 | IWM | ISHARES TRUST RUSSELL 200 | $246,000 | 0.11% | 1,200 | 持平 |
| 25 | KALA | Kala Pharmaceuticals Inc | $19,000 | 0.01% | 14,000 | 新建仓 |
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