Retirement Group, LLC 13F 持仓 · 最近申报 2024年Q1
Retirement Group 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 843 只证券，申报市值合计 2.79 亿美元。前几大持仓：BRKB（19.37%）、XLG（8.83%）、XOM（4.14%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $54.1M | 19.37% | 128,646 | 增持 |
| 2 | XLG | INVESCO EXCHANGE TRADED FD T | $24.7M | 8.83% | 585,264 | 增持 |
| 3 | XOM | EXXON MOBIL CORP | $11.6M | 4.14% | 99,387 | 减持 |
| 4 | SHY | ISHARES TR | $11.1M | 3.98% | 135,774 | 增持 |
| 5 | MDYV | SPDR SER TR | $10.6M | 3.80% | 139,556 | 减持 |
| 6 | SLYV | SPDR SER TR | $9.7M | 3.46% | 116,577 | 增持 |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | $9.5M | 3.41% | 423,817 | 新建仓 |
| 8 | SCHD | SCHWAB STRATEGIC TR | $9.0M | 3.22% | 111,521 | 增持 |
| 9 | CVX | CHEVRON CORP NEW | $6.9M | 2.47% | 43,760 | 增持 |
| 10 | VTV | VANGUARD INDEX FDS | $6.1M | 2.18% | 37,302 | 增持 |
| 11 | JEF | JEFFERIES FINL GROUP INC | $5.9M | 2.12% | 133,962 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $5.7M | 2.04% | 12,819 | 减持 |
| 13 | TLTW | ISHARES TR | $4.9M | 1.75% | 183,023 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $4.6M | 1.64% | 5,079 | 减持 |
| 15 | VUG | VANGUARD INDEX FDS | $4.2M | 1.49% | 12,105 | 增持 |
| 16 | TLT | ISHARES TR | $4.0M | 1.45% | 42,664 | 减持 |
| 17 | AAPL | APPLE INC | $3.9M | 1.41% | 22,984 | 减持 |
| 18 | BN | BROOKFIELD CORP | $3.5M | 1.25% | 83,382 | 增持 |
| 19 | IVV | ISHARES TR | $3.3M | 1.19% | 6,337 | 减持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $2.7M | 0.98% | 14,912 | 减持 |
| 21 | AMZN | AMAZON COM INC | $2.5M | 0.91% | 14,023 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $2.0M | 0.71% | 4,709 | 增持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $1.9M | 0.68% | 20,393 | 增持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $1.8M | 0.65% | 15,090 | 增持 |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $1.8M | 0.63% | 38,351 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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