Rinet Co LLC 13F 持仓 · 最近申报 2021年Q3
Rinet Co 在 2021年Q3(报告期截至 2021-09-30)的 SEC 13F 申报中报告了 86 只证券,申报市值合计 5.30 亿美元。前几大持仓:IWB(35.98%)、SCZ(7.80%)、AGG(7.71%)。本季前 25 大持仓中:增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $190.7M | 35.98% | 788,909 | 减持 |
| 2 | SCZ | ISHARES TR | $41.3M | 7.80% | 555,483 | 减持 |
| 3 | AGG | ISHARES TR | $40.8M | 7.71% | 355,670 | 增持 |
| 4 | EFV | ISHARES TR | $39.7M | 7.49% | 780,826 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $27.1M | 5.12% | 365,635 | 增持 |
| 6 | EFA | ISHARES TR | $18.7M | 3.52% | 239,377 | 减持 |
| 7 | GPC | GENUINE PARTS CO | $15.9M | 3.00% | 130,979 | 持平 |
| 8 | XOM | EXXON MOBIL CORP | $13.9M | 2.62% | 235,978 | 增持 |
| 9 | META | FACEBOOK INC | $13.3M | 2.51% | 39,144 | 减持 |
| 10 | IWO | ISHARES TR | $10.0M | 1.88% | 33,945 | 减持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $9.7M | 1.82% | 193,312 | 增持 |
| 12 | AAPL | APPLE INC | $8.8M | 1.65% | 61,892 | 增持 |
| 13 | IWM | ISHARES TR | $8.5M | 1.61% | 39,045 | 减持 |
| 14 | AXP | AMERICAN EXPRESS CO | $5.1M | 0.97% | 30,648 | 增持 |
| 15 | GWX | SPDR INDEX SHS FDS | $5.1M | 0.96% | 132,751 | 持平 |
| 16 | IWF | ISHARES TR | $5.0M | 0.95% | 18,370 | 增持 |
| 17 | AMZN | AMAZON COM INC | $4.9M | 0.92% | 1,491 | 增持 |
| 18 | IVV | ISHARES TR | $4.9M | 0.92% | 11,336 | 增持 |
| 19 | LHCG | LHC GROUP INC | $4.4M | 0.83% | 28,010 | 持平 |
| 20 | AMP | AMERIPRISE FINL INC | $4.1M | 0.78% | 15,649 | 增持 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $4.0M | 0.75% | 26,033 | 增持 |
| 22 | IWS | ISHARES TR | $3.7M | 0.71% | 33,034 | 减持 |
| 23 | IWN | ISHARES TR | $3.1M | 0.58% | 19,125 | 减持 |
| 24 | SPY | SPDR S&P 500 ETF TR | $2.6M | 0.50% | 6,167 | 增持 |
| 25 | GOOG | ALPHABET INC | $2.6M | 0.49% | 975 | 增持 |
来源:SEC 13F 申报文件 · 截至 2021-09-30
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