Resolute Financial, LLC 13F 持仓 · 最近申报 2022年Q4
Resolute Financial 在 2022年Q4(报告期截至 2022-12-31)的 SEC 13F 申报中报告了 111 只证券,申报市值合计 1.18 亿美元。前几大持仓:IVV(9.49%)、IJH(8.73%)、IGSB(6.82%)。本季前 25 大持仓中:增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.2M | 9.49% | 29,033 | 减持 |
| 2 | IJH | ISHARES TR | $10.3M | 8.73% | 42,426 | 增持 |
| 3 | IGSB | ISHARES TR | $8.0M | 6.82% | 161,030 | 减持 |
| 4 | USMV | ISHARES TR | $5.8M | 4.95% | 80,652 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.9M | 3.29% | 12,505 | 增持 |
| 6 | USFR | WISDOMTREE TR | $3.5M | 2.95% | 69,113 | 增持 |
| 7 | STIP | ISHARES TR | $2.7M | 2.29% | 27,829 | 减持 |
| 8 | ICSH | ISHARES TR | $2.5M | 2.09% | 49,198 | 增持 |
| 9 | AAPL | APPLE INC | $2.4M | 2.07% | 18,749 | 增持 |
| 10 | TIP | ISHARES TR | $2.3M | 1.95% | 21,590 | 减持 |
| 11 | IJR | ISHARES TR | $2.2M | 1.84% | 22,864 | 减持 |
| 12 | IAU | ISHARES GOLD TR | $1.9M | 1.63% | 55,568 | 增持 |
| 13 | MOAT | VANECK ETF TRUST | $1.9M | 1.63% | 29,475 | 减持 |
| 14 | DGRO | ISHARES TR | $1.9M | 1.59% | 37,291 | 增持 |
| 15 | VTV | VANGUARD INDEX FDS | $1.9M | 1.58% | 13,261 | 增持 |
| 16 | VTIP | VANGUARD MALVERN FDS | $1.7M | 1.48% | 37,374 | 减持 |
| 17 | IJS | ISHARES TR | $1.7M | 1.46% | 18,765 | 增持 |
| 18 | ACWV | ISHARES INC | $1.5M | 1.29% | 15,932 | 减持 |
| 19 | GNMA | ISHARES TR | $1.5M | 1.29% | 34,910 | 减持 |
| 20 | VUG | VANGUARD INDEX FDS | $1.4M | 1.22% | 6,717 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $1.4M | 1.17% | 12,484 | 增持 |
| 22 | SUSA | ISHARES TR | $1.3M | 1.13% | 16,196 | 减持 |
| 23 | XLU | SELECT SECTOR SPDR TR | $1.3M | 1.12% | 18,606 | 减持 |
| 24 | VO | VANGUARD INDEX FDS | $1.3M | 1.10% | 6,353 | 增持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $1.2M | 1.06% | 8,204 | 增持 |
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