Level Four Financial, LLC 13F 持仓 · 最近申报 2021年Q3
Level Four Financial 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 293 只证券，申报市值合计 2.29 亿美元。前几大持仓：AAPL（5.81%）、MSFT（2.65%）、SCHD（2.64%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.3M | 5.81% | 94,187 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $6.1M | 2.65% | 21,550 | 增持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $6.1M | 2.64% | 81,522 | 增持 |
| 4 | AMZN | AMAZON COM INC | $4.9M | 2.16% | 1,506 | 增持 |
| 5 | CFA | VICTORY PORTFOLIOS II | $4.6M | 2.00% | 64,419 | 减持 |
| 6 | ISTB | ISHARES TR | $3.8M | 1.64% | 73,868 | 减持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $3.7M | 1.61% | 45,129 | 减持 |
| 8 | VTI | VANGUARD INDEX FDS | $3.6M | 1.59% | 16,419 | 增持 |
| 9 | IVV | ISHARES TR | $3.6M | 1.56% | 8,291 | 增持 |
| 10 | GOOG | ALPHABET INC | $3.5M | 1.52% | 1,311 | 增持 |
| 11 | MOAT | VANECK ETF TRUST | $3.3M | 1.42% | 44,521 | 增持 |
| 12 | META | FACEBOOK INC | $3.1M | 1.35% | 9,127 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $3.1M | 1.33% | 8,545 | 增持 |
| 14 | VOO | VANGUARD INDEX FDS | $3.0M | 1.30% | 7,565 | 减持 |
| 15 | ABBV | ABBVIE INC | $2.7M | 1.19% | 25,310 | 增持 |
| 16 | XOM | EXXON MOBIL CORP | $2.6M | 1.14% | 44,385 | 增持 |
| 17 | MGC | VANGUARD WORLD FD | $2.4M | 1.03% | 15,523 | 减持 |
| 18 | VUG | VANGUARD INDEX FDS | $2.3M | 0.99% | 7,800 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.98% | 13,806 | 减持 |
| 20 | JOE | ST JOE CO | $2.2M | 0.95% | 51,800 | 增持 |
| 21 | SO | SOUTHERN CO | $2.1M | 0.91% | 33,617 | 减持 |
| 22 | UPST | UPSTART HLDGS INC | $2.1M | 0.91% | 6,634 | 新建仓 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $2.0M | 0.87% | 12,928 | 减持 |
| 24 | GNRC | GENERAC HLDGS INC | $2.0M | 0.85% | 4,775 | 减持 |
| 25 | HD | HOME DEPOT INC | $1.8M | 0.80% | 5,606 | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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