LWS Wealth Advisors, Inc. 13F 持仓 · 最近申报 2023年Q4
LWS Wealth Advisors 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 2.66 亿美元。前几大持仓：IVV（9.28%）、IEFA（8.11%）、VIG（7.43%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.7M | 9.28% | 51,768 | 增持 |
| 2 | IEFA | ISHARES TR | $21.6M | 8.11% | 306,878 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $19.8M | 7.43% | 116,204 | 增持 |
| 4 | STIP | ISHARES TR | $18.6M | 6.99% | 188,959 | 增持 |
| 5 | IVE | ISHARES TR | $14.8M | 5.55% | 85,027 | 增持 |
| 6 | IEMG | ISHARES INC | $14.1M | 5.30% | 279,117 | 增持 |
| 7 | MBB | ISHARES TR | $13.5M | 5.05% | 143,001 | 增持 |
| 8 | PSCI | INVESCO EXCH TRADED FD TR II | $10.9M | 4.09% | 93,933 | 增持 |
| 9 | VLU | SPDR SER TR | $10.1M | 3.81% | 63,297 | 增持 |
| 10 | IJH | ISHARES TR | $9.4M | 3.52% | 33,865 | 增持 |
| 11 | IJR | ISHARES TR | $9.1M | 3.43% | 84,461 | 增持 |
| 12 | VRP | INVESCO EXCH TRADED FD TR II | $7.9M | 2.98% | 343,633 | 增持 |
| 13 | ISTB | ISHARES TR | $7.6M | 2.87% | 160,748 | 增持 |
| 14 | SHYG | ISHARES TR | $7.6M | 2.84% | 179,428 | 增持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $7.3M | 2.76% | 153,267 | 增持 |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $6.7M | 2.53% | 58,545 | 增持 |
| 17 | IVW | ISHARES TR | $6.5M | 2.43% | 86,278 | 减持 |
| 18 | VO | VANGUARD INDEX FDS | $4.4M | 1.64% | 18,831 | 减持 |
| 19 | VB | VANGUARD INDEX FDS | $4.0M | 1.51% | 18,916 | 增持 |
| 20 | DGRO | ISHARES TR | $3.7M | 1.39% | 68,741 | 增持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.35% | 87,614 | 减持 |
| 22 | MUB | ISHARES TR | $3.3M | 1.24% | 30,515 | 增持 |
| 23 | VV | VANGUARD INDEX FDS | $3.2M | 1.21% | 14,816 | 减持 |
| 24 | SHM | SPDR SER TR | $3.0M | 1.14% | 63,395 | 增持 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.05% | 17,684 | 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