Rainsberger Wealth Advisors, Inc. 13F 持仓 · 最近申报 2023年Q4
Rainsberger Wealth Advisors 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 1.83 亿美元。前几大持仓：SCHF（6.18%）、SCHB（6.17%）、MTUM（4.38%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $11.3M | 6.18% | 306,340 | 增持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $11.3M | 6.17% | 203,009 | 减持 |
| 3 | MTUM | ISHARES TR | $8.0M | 4.38% | 51,165 | 减持 |
| 4 | IEI | ISHARES TR | $8.0M | 4.35% | 68,001 | 减持 |
| 5 | SCHM | SCHWAB STRATEGIC TR | $7.7M | 4.19% | 101,842 | 减持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 4.16% | 100,193 | 减持 |
| 7 | SPAB | SPDR SER TR | $7.5M | 4.08% | 291,475 | 新建仓 |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $7.1M | 3.89% | 156,212 | 新建仓 |
| 9 | SCHE | SCHWAB STRATEGIC TR | $6.5M | 3.57% | 263,826 | 减持 |
| 10 | FNDA | SCHWAB STRATEGIC TR | $6.0M | 3.29% | 108,870 | 减持 |
| 11 | GDX | VANECK ETF TRUST | $5.9M | 3.20% | 189,360 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $5.1M | 2.77% | 12,384 | 减持 |
| 13 | AAPL | APPLE INC | $4.9M | 2.70% | 25,674 | 减持 |
| 14 | SHY | ISHARES TR | $4.3M | 2.33% | 52,082 | 减持 |
| 15 | ACWV | ISHARES INC | $4.1M | 2.23% | 40,797 | 减持 |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.11% | 77,141 | 减持 |
| 17 | VTIP | VANGUARD MALVERN FDS | $3.8M | 2.05% | 79,084 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $3.7M | 2.04% | 15,798 | 增持 |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.86% | 29,651 | 增持 |
| 20 | ACN | ACCENTURE PLC IRELAND | $3.2M | 1.73% | 9,032 | 减持 |
| 21 | KR | KROGER CO | $2.8M | 1.52% | 60,956 | 持平 |
| 22 | AVGO | BROADCOM INC | $2.4M | 1.31% | 2,155 | 增持 |
| 23 | XLY | SELECT SECTOR SPDR TR | $2.2M | 1.22% | 12,454 | 减持 |
| 24 | QCOM | QUALCOMM INC | $2.1M | 1.17% | 14,834 | 减持 |
| 25 | SCHX | SCHWAB STRATEGIC TR | $2.1M | 1.17% | 37,895 | 增持 |
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