Ratio Wealth Group 13F 持仓 · 最近申报 2024年Q1
Ratio Wealth Group 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 5.37 亿美元。前几大持仓：VCIT（8.30%）、VOO（5.60%）、EFV（4.85%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $44.6M | 8.30% | 553,759 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $30.1M | 5.60% | 62,561 | 增持 |
| 3 | EFV | ISHARES TR | $26.1M | 4.85% | 479,147 | 增持 |
| 4 | PFFD | GLOBAL X FDS | $25.0M | 4.66% | 1.2M | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $24.6M | 4.58% | 134,696 | 增持 |
| 6 | IEFA | ISHARES TR | $22.8M | 4.25% | 307,712 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $21.6M | 4.03% | 178,867 | 增持 |
| 8 | CRED | COLUMBIA ETF TR I | $20.6M | 3.84% | 405,969 | 新建仓 |
| 9 | USIG | ISHARES TR | $20.6M | 3.84% | 405,969 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $20.2M | 3.76% | 402,167 | 增持 |
| 11 | MOAT | VANECK ETF TRUST | $19.6M | 3.65% | 217,807 | 增持 |
| 12 | DGRO | ISHARES TR | $19.3M | 3.59% | 331,863 | 增持 |
| 13 | IEMG | ISHARES INC | $17.5M | 3.25% | 338,290 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $14.7M | 2.74% | 90,487 | 增持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $14.2M | 2.64% | 338,801 | 增持 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $12.7M | 2.36% | 74,971 | 增持 |
| 17 | QQQE | DIREXION SHS ETF TR | $12.3M | 2.30% | 138,389 | 增持 |
| 18 | QQQ | INVESCO QQQ TR | $12.1M | 2.25% | 27,169 | 减持 |
| 19 | IJH | ISHARES TR | $11.5M | 2.14% | 189,291 | 增持 |
| 20 | VHT | VANGUARD WORLD FD | $11.3M | 2.10% | 41,752 | 增持 |
| 21 | VOT | VANGUARD INDEX FDS | $11.3M | 2.10% | 47,831 | 增持 |
| 22 | VGT | VANGUARD WORLD FD | $11.0M | 2.05% | 20,955 | 增持 |
| 23 | VOE | VANGUARD INDEX FDS | $9.0M | 1.68% | 58,008 | 减持 |
| 24 | VB | VANGUARD INDEX FDS | $7.7M | 1.44% | 33,842 | 增持 |
| 25 | VBK | VANGUARD INDEX FDS | $7.4M | 1.37% | 28,314 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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