Newman & Schimel, LLC 13F 持仓 · 最近申报 2022年Q4
Newman & Schimel 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 2.21 亿美元。前几大持仓：ISTB（17.09%）、BSV（13.55%）、VTI（11.55%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Tr | $37.8M | 17.09% | 814,669 | 减持 |
| 2 | BSV | VANGUARD BD INDEX FDS | $30.0M | 13.55% | 398,428 | 增持 |
| 3 | VTI | Vanguard Index Fds | $25.6M | 11.55% | 133,684 | 增持 |
| 4 | IXUS | Ishares Tr | $25.2M | 11.39% | 435,453 | 减持 |
| 5 | ITOT | Ishares Tr | $18.8M | 8.48% | 221,436 | 增持 |
| 6 | BRKB | Berkshire Hathaway Inc Del | $13.2M | 5.96% | 42,736 | 增持 |
| 7 | VT | Vanguard Intl Equity Index F | $9.1M | 4.12% | 105,814 | 减持 |
| 8 | VXUS | Vanguard Star Funds | $7.7M | 3.46% | 148,026 | 增持 |
| 9 | SCHO | SCHWAB STRATEGIC TR | $6.4M | 2.90% | 133,187 | 增持 |
| 10 | SCHX | Schwab Strategic Tr | $4.7M | 2.12% | 103,741 | 减持 |
| 11 | SCHB | Schwab Strategic Tr | $4.5M | 2.05% | 101,386 | 增持 |
| 12 | SPYM | SPDR SER TR | $4.5M | 2.04% | 100,548 | 增持 |
| 13 | SCHD | Schwab Strategic Tr | $4.5M | 2.03% | 59,592 | 增持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.1M | 1.85% | 54,608 | 增持 |
| 15 | IVV | Ishares Tr | $2.8M | 1.26% | 7,262 | 增持 |
| 16 | VOO | Vanguard Index Fds | $2.8M | 1.25% | 7,886 | 增持 |
| 17 | AAPL | Apple Inc | $2.1M | 0.96% | 16,337 | 增持 |
| 18 | VUG | Vanguard Index Fds | $2.0M | 0.89% | 9,228 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $1.0M | 0.46% | 6,939 | 新建仓 |
| 20 | MSFT | Microsoft Corp | $1.0M | 0.45% | 4,190 | 增持 |
| 21 | VTV | Vanguard Index Funds | $1.0M | 0.45% | 7,173 | 增持 |
| 22 | BRK/A | Berkshire Hathaway Inc Del | $937,422 | 0.42% | 2 | 持平 |
| 23 | NOC | NORTHROP GRUMMAN | $890,436 | 0.40% | 1,632 | 减持 |
| 24 | IJR | Ishares Tr | $740,890 | 0.33% | 7,829 | 减持 |
| 25 | AMZN | Amazon Com Inc | $695,604 | 0.31% | 8,281 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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