Ledge Wealth Management, Inc. 13F 持仓 · 最近申报 2023年Q4
Ledge Wealth Management 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 2.57 亿美元。前几大持仓：VTV（11.75%）、AGG（10.16%）、RSP（9.56%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $30.2M | 11.75% | 202,188 | 增持 |
| 2 | AGG | ISHARES TR | $26.1M | 10.16% | 263,211 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $24.6M | 9.56% | 155,901 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $18.6M | 7.24% | 59,902 | 增持 |
| 5 | MUSI | AMERICAN CENTY ETF TR | $14.4M | 5.59% | 329,607 | 增持 |
| 6 | XLF | SELECT SECTOR SPDR TR | $11.2M | 4.36% | 298,195 | 增持 |
| 7 | QGRO | AMERICAN CENTY ETF TR | $10.7M | 4.15% | 140,306 | 新建仓 |
| 8 | VOE | VANGUARD INDEX FDS | $7.2M | 2.81% | 49,901 | 增持 |
| 9 | SLYV | SPDR SER TR | $7.0M | 2.73% | 84,165 | 减持 |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | $6.3M | 2.46% | 78,897 | 增持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $5.9M | 2.31% | 77,982 | 减持 |
| 12 | SLYG | SPDR SER TR | $5.9M | 2.30% | 70,832 | 增持 |
| 13 | DHS | WISDOMTREE TR | $5.0M | 1.96% | 61,342 | 增持 |
| 14 | AAPL | APPLE INC | $4.6M | 1.80% | 24,107 | 减持 |
| 15 | VOT | VANGUARD INDEX FDS | $4.4M | 1.69% | 19,856 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $3.7M | 1.45% | 9,891 | 减持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.3M | 1.28% | 89,098 | 减持 |
| 18 | AMZN | AMAZON COM INC | $3.3M | 1.27% | 21,541 | 减持 |
| 19 | PWR | QUANTA SVCS INC | $3.0M | 1.16% | 13,863 | 减持 |
| 20 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.15% | 17,466 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.11% | 7,982 | 减持 |
| 22 | HD | HOME DEPOT INC | $2.8M | 1.09% | 8,083 | 增持 |
| 23 | COST | COSTCO WHSL CORP NEW | $2.7M | 1.07% | 4,163 | 增持 |
| 24 | CWI | SPDR INDEX SHS FDS | $2.7M | 1.06% | 101,079 | 减持 |
| 25 | GOOG | ALPHABET INC | $2.7M | 1.06% | 19,438 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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