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Reby Advisors, LLC 13F 持仓 · 最近申报 2020年Q4

Reby Advisors 在 2020年Q4(报告期截至 2020-12-31)的 SEC 13F 申报中报告了 610 只证券,申报市值合计 3.82 亿美元。前几大持仓:SCHG(13.50%)、SCHV(12.36%)、SCHM(10.45%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$51.6M13.50%401,465新建仓
2SCHVSCHWAB U.S. LARGE-CAP VALUE ETF$47.2M12.36%792,867新建仓
3SCHMSCHWAB U.S. MID-CAP ETF$39.9M10.45%585,414新建仓
4SCHZSCHWAB US AGGREGATE BOND ETF$38.7M10.14%690,632新建仓
5CWISPDR MSCI ACWI EX-US ETF$37.2M9.74%1.3M新建仓
6PCYINVESCO EMERGING MARKETS SOVEREIGN DEBT ETF$23.9M6.26%828,350新建仓
7SCHASCHWAB U.S. SMALL-CAP ETF$14.6M3.84%164,588新建仓
8SCHRSCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF$13.0M3.42%224,133新建仓
9SCHFSCHWAB INTERNATIONAL EQUITY ETF$9.7M2.54%269,346新建仓
10IWDISHARES RUSSELL 1000 VALUE ETF$8.7M2.28%63,794新建仓
11SCHHSCHWAB U.S. REIT ETF$8.5M2.22%223,047新建仓
12TFISPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF$6.3M1.66%120,821新建仓
13EEMISHARES MSCI EMERGING MARKETS ETF$6.2M1.63%120,521新建仓
14SHMSPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF$5.3M1.38%105,808新建仓
15SCHESCHWAB EMERGING MARKETS EQUITY ETF$3.9M1.02%127,427新建仓
16AAPLAPPLE INC COM$3.3M0.87%25,150新建仓
17HYMBSPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF$3.0M0.79%51,029新建仓
18IWSISHARES RUSSELL MID-CAP VALUE ETF$2.8M0.73%28,728新建仓
19ICFISHARES COHEN & STEERS REIT ETF$2.3M0.60%42,320新建仓
20IWPISHARES RUSSELL MID-CAP GROWTH ETF$2.3M0.60%22,445新建仓
21IWFISHARES RUSSELL 1000 GROWTH ETF$1.6M0.42%6,714新建仓
22IWNISHARES RUSSELL 2000 VALUE ETF$1.6M0.42%12,063新建仓
23EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF$1.5M0.40%13,204新建仓
24MAMASTERCARD INCORPORATED CL A$1.5M0.38%4,107新建仓
25RPVINVESCO S&P 500 PURE VALUE ETF$1.3M0.35%21,443新建仓

来源:SEC 13F 申报文件 · 截至 2020-12-31

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