Novak Financial Planning, LLC 13F 持仓 · 最近申报 2021年Q2
Novak Financial Planning 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 121 只证券，申报市值合计 2.04 亿美元。前几大持仓：VTI（5.04%）、QQQ（4.27%）、GLD（4.02%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $10.3M | 5.04% | 46,180 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $8.7M | 4.27% | 24,587 | 减持 |
| 3 | GLD | SPDR GOLD TR | $8.2M | 4.02% | 49,537 | 减持 |
| 4 | BIV | VANGUARD BD INDEX FDS | $7.7M | 3.79% | 85,965 | 减持 |
| 5 | ICSH | ISHARES TR | $7.8M | 3.79% | 153,411 | 增持 |
| 6 | BSV | VANGUARD BD INDEX FDS | $7.3M | 3.56% | 88,558 | 增持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 3.36% | 44,342 | 减持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $5.7M | 2.80% | 105,184 | 增持 |
| 9 | SDY | SPDR SER TR | $4.8M | 2.35% | 39,300 | 减持 |
| 10 | VUG | VANGUARD INDEX FDS | $4.4M | 2.15% | 15,299 | 减持 |
| 11 | IAU | ISHARES GOLD TR | $4.1M | 2.02% | 122,599 | 新建仓 |
| 12 | IWY | ISHARES TR | $3.9M | 1.88% | 25,570 | 增持 |
| 13 | AAPL | APPLE INC | $3.5M | 1.70% | 25,346 | 减持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $3.4M | 1.65% | 22,407 | 减持 |
| 15 | IEFA | ISHARES TR | $3.4M | 1.64% | 44,782 | 减持 |
| 16 | MDY | SPDR S&P MIDCAP 400 ETF TR | $3.3M | 1.63% | 6,774 | 减持 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 1.58% | 42,713 | 增持 |
| 18 | EFA | ISHARES TR | $3.0M | 1.49% | 38,565 | 减持 |
| 19 | VB | VANGUARD INDEX FDS | $3.0M | 1.48% | 13,443 | 增持 |
| 20 | LQD | ISHARES TR | $3.0M | 1.45% | 22,100 | 减持 |
| 21 | IUSB | ISHARES TR | $2.8M | 1.39% | 53,225 | 减持 |
| 22 | XLRE | SELECT SECTOR SPDR TR | $2.8M | 1.38% | 63,471 | 增持 |
| 23 | XLF | SELECT SECTOR SPDR TR | $2.5M | 1.23% | 68,727 | 减持 |
| 24 | PG | PROCTER AND GAMBLE CO | $2.5M | 1.20% | 18,225 | 增持 |
| 25 | EFAV | ISHARES TR | $2.4M | 1.16% | 31,508 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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