Resource Consulting Group Inc 13F 持仓 · 最近申报 2023年Q4
Resource Consulting Group 在 2023年Q4(报告期截至 2023-12-31)的 SEC 13F 申报中报告了 69 只证券,申报市值合计 5.84 亿美元。前几大持仓:DFUV(29.10%)、DFAT(14.09%)、DFIV(13.61%)。本季前 25 大持仓中:新建仓 2 只、增持 12 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $170.0M | 29.10% | 4.6M | 减持 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $82.3M | 14.09% | 1.6M | 减持 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $79.5M | 13.61% | 2.3M | 增持 |
| 4 | QUAL | ISHARES TR | $71.7M | 12.28% | 487,446 | 增持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $62.8M | 10.75% | 1.1M | 减持 |
| 6 | IGSB | ISHARES TR | $45.8M | 7.85% | 893,675 | 增持 |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.9M | 0.84% | 9 | 增持 |
| 8 | IRMD | IRADIMED CORP | $4.9M | 0.84% | 103,000 | 新建仓 |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $4.4M | 0.75% | 192,643 | 增持 |
| 10 | AVGO | BROADCOM INC | $3.8M | 0.65% | 3,396 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $3.6M | 0.62% | 9,667 | 减持 |
| 12 | BX | BLACKSTONE INC | $2.9M | 0.50% | 22,273 | 增持 |
| 13 | ETN | EATON CORP PLC | $2.9M | 0.50% | 12,041 | 增持 |
| 14 | AAPL | APPLE INC | $2.7M | 0.47% | 14,248 | 增持 |
| 15 | TFC | TRUIST FINL CORP | $2.4M | 0.41% | 64,077 | 新建仓 |
| 16 | AMZN | AMAZON COM INC | $2.2M | 0.37% | 14,305 | 增持 |
| 17 | APO | APOLLO GLOBAL MGMT INC | $2.2M | 0.37% | 23,166 | 持平 |
| 18 | WMB | WILLIAMS COS INC | $2.0M | 0.34% | 56,901 | 持平 |
| 19 | OKE | ONEOK INC NEW | $1.7M | 0.28% | 23,552 | 持平 |
| 20 | ARES | ARES MANAGEMENT CORPORATION | $1.5M | 0.26% | 12,650 | 持平 |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $1.5M | 0.26% | 29,292 | 持平 |
| 22 | LMT | LOCKHEED MARTIN CORP | $1.5M | 0.25% | 3,231 | 增持 |
| 23 | NUE | NUCOR CORP | $1.4M | 0.24% | 8,000 | 持平 |
| 24 | VONE | VANGUARD SCOTTSDALE FDS | $1.4M | 0.24% | 6,404 | 持平 |
| 25 | MRK | MERCK & CO INC | $1.4M | 0.23% | 12,438 | 增持 |
来源:SEC 13F 申报文件 · 截至 2023-12-31
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