RE Dickinson Investment Advisors, LLC 13F 持仓 · 最近申报 2024年Q4
RE Dickinson Investment Advisors 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 322 只证券，申报市值合计 17.73 亿美元。前几大持仓：SCHG（20.92%）、VEA（9.08%）、VWO（8.19%）。本季前 25 大持仓中：增持 20 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $370.9M | 20.92% | 1.3M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $161.0M | 9.08% | 336,590 | 增持 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $145.2M | 8.19% | 329,617 | 增持 |
| 4 | IVV | ISHARES TR | $117.5M | 6.63% | 19,953 | 增持 |
| 5 | IWD | ISHARES TR | $108.8M | 6.13% | 58,746 | 增持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $92.8M | 5.24% | 20,482 | 增持 |
| 7 | SCHM | SCHWAB STRATEGIC TR | $82.6M | 4.66% | 298,027 | 增持 |
| 8 | BND | VANGUARD BD INDEX FDS | $73.3M | 4.13% | 101,890 | 增持 |
| 9 | AAPL | APPLE INC | $70.6M | 3.98% | 28,174 | 减持 |
| 10 | UNP | UNION PAC CORP | $69.3M | 3.91% | 30,382 | 减持 |
| 11 | SCHV | SCHWAB STRATEGIC TR | $50.6M | 2.85% | 193,949 | 增持 |
| 12 | TOTL | SSGA ACTIVE ETF TR | $43.0M | 2.43% | 109,270 | 增持 |
| 13 | SCHP | SCHWAB STRATEGIC TR | $38.6M | 2.17% | 149,260 | 增持 |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $36.4M | 2.06% | 40,801 | 增持 |
| 15 | BIP | BROOKFIELD INFRAST PARTNERS | $34.6M | 1.95% | 108,822 | 增持 |
| 16 | VO | VANGUARD INDEX FDS | $22.6M | 1.27% | 8,553 | 增持 |
| 17 | BDVG | LITMAN GREGORY FDS TR | $19.9M | 1.12% | 173,684 | 增持 |
| 18 | SCHF | SCHWAB STRATEGIC TR | $16.7M | 0.94% | 90,104 | 增持 |
| 19 | SCHX | SCHWAB STRATEGIC TR | $14.4M | 0.81% | 62,028 | 增持 |
| 20 | 1/100 BERKSHIRE HTWY A CLASS A | $13.6M | 0.77% | 200 | 持平 | |
| 21 | SCHE | SCHWAB STRATEGIC TR | $12.9M | 0.73% | 48,387 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $9.0M | 0.51% | 2,130 | 持平 |
| 23 | CAT | CATERPILLAR INC | $8.9M | 0.50% | 2,467 | 持平 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $8.1M | 0.46% | 29,646 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $6.4M | 0.36% | 1,248 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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