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Reframe Wealth, LLC 13F 持仓 · 最近申报 2022年Q4

Reframe Wealth 在 2022年Q4(报告期截至 2022-12-31)的 SEC 13F 申报中报告了 61 只证券,申报市值合计 2.60 亿美元。前几大持仓:SPYG(23.62%)、IWM(9.67%)、SLYG(8.59%)。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
1SPYGSPDR S&P 500 Growth ETF$61.5M23.62%1.2M新建仓
2IWMiShares Russell 2001$25.1M9.67%144,222新建仓
3SLYGSPDR DJ Small Cap Growth$22.4M8.59%309,403新建仓
4MUBiShares S&P National Muni Bond$20.9M8.04%198,130新建仓
5IJKiShares S&P MidCap 400 - Barra Growth$20.7M7.95%302,999新建仓
6EFAiShares MSCI EAFE Index$14.5M5.57%220,624新建仓
7IWViShares Russell 3000 Index$14.4M5.52%65,125新建仓
8IWNiShares Russell 2000 Value$11.6M4.46%83,623新建仓
9VTIVanguard Total Stock Mkt$7.4M2.84%38,636新建仓
10VEUVanguard Intl Eqty Index$6.3M2.43%125,961新建仓
11IWDiShares Russell 1000 Value$5.8M2.22%38,130新建仓
12SCZiShares MSCI EAFE Small Cap$5.5M2.13%97,988新建仓
13IWFiShares Russell 1000 Growth$5.5M2.12%25,702新建仓
14IWOiShares Russell 2000 Growth$4.6M1.76%21,337新建仓
15IEMGiShares Core MSCI Emerging Markets$2.9M1.12%62,589新建仓
16EEMiShares MSCI Emerging Markets Index$2.6M0.98%67,466新建仓
17IVViShares S&P 500 Index$1.9M0.73%4,931新建仓
18IWPiShares Russell Mid Cap Growth$1.9M0.72%22,447新建仓
19VNQIVanguard Global Ex US Real Estate$1.8M0.69%43,231新建仓
20SPYSPDR Trust - S&P 500 Index$1.6M0.63%4,283新建仓
21MSFTMicrosoft Corp.$1.5M0.57%6,163新建仓
22IEFAiShares Core MSCI EAFE$1.4M0.55%23,306新建仓
23VTVVanguard Large Cap Value ETF$981,0460.38%6,989新建仓
24IVEiShares Tr S&P 500 Value$944,8410.36%6,513新建仓
25JNJJohnson & Johnson$876,0070.34%4,959新建仓

来源:SEC 13F 申报文件 · 截至 2022-12-31

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