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Paracle Advisors, LLC 13F 持仓 · 最近申报 2021年Q1

Paracle Advisors 在 2021年Q1(报告期截至 2021-03-31)的 SEC 13F 申报中报告了 82 只证券,申报市值合计 5.51 亿美元。前几大持仓:VO(9.96%)、VOO(8.68%)、BND(8.18%)。本季前 25 大持仓中:增持 9 只、减持 15 只。

排名代码公司市值占组合股数变动
1VOVanguard Index Fds Vanguard$54.9M9.96%247,897增持
2VOOVanguard Index Fds Formerly Vanguard Index$47.8M8.68%131,307增持
3BNDVanguard Bd Index Fd Inc Total Bd Market$45.0M8.18%531,583增持
4QAIIndexiq Tr Iq Hedge Multi-Strategy$35.4M6.43%1.1M增持
5VWOVanguard Intl Equity Index Fds Ftse Emg Mkts$32.1M5.84%617,532增持
6VEAVanguard Ftse Developed Market$26.5M4.82%540,562增持
7RFGGuggenheim S&P Midcap 400 Pure Growth$25.4M4.61%115,582减持
8DONWisdomtree Us Midcap Dividend$23.9M4.33%590,197增持
9ROAMLattice Emerging Markets Strategy$23.6M4.28%968,892减持
10RODMLattice Developed Mkts (Ex-Us) Stra$22.1M4.02%745,605增持
11ROUSHartford Multifactor Us Equity$18.7M3.39%495,774增持
12MUBIshares National Muni Bond$15.5M2.81%133,430减持
13IDEVIshares Core Msci Intl Dev Mkts$15.2M2.76%235,645减持
14IEMGIshares Core Msci Emerging Markets$13.0M2.36%201,806减持
15IJHIshares Core S&P Mid-Cap$12.8M2.33%49,312减持
16RPGGuggenheim S&P 500 Pure Growth$11.4M2.07%69,547减持
17VIGVanguard Specialized Portfolios Div Appre$10.1M1.83%68,433减持
18IWBIshares Russell 1000$8.5M1.54%37,978减持
19VBVanguard Index Fds Vanguard Small Cap$7.7M1.41%36,187减持
20IJKIshares S&P Mid-Cap 400 Growth$7.4M1.34%94,070减持
21VUGVanguard Index Fds$6.2M1.13%24,246减持
22VSSVanguard Ftse All-Wld Ex-Us Smcp$5.2M0.95%40,827减持
23IWPIshares Russell Midcap Growth$4.9M0.90%48,498减持
24IJJIshares S&P Mid-Cap 400 Value$4.2M0.76%40,955持平
25IWRIshares Tr Rus Mid-Cap Isin$4.0M0.72%53,455减持

来源:SEC 13F 申报文件 · 截至 2021-03-31

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