Rowland Carmichael Advisors Inc 13F 持仓 · 最近申报 2020年Q4
Rowland Carmichael Advisors 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 377 只证券，申报市值合计 3.16 亿美元。前几大持仓：SCHF（5.37%）、AAPL（4.65%）、EWJ（3.54%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $17.0M | 5.37% | 471,791 | 持平 |
| 2 | AAPL | APPLE INC | $14.7M | 4.65% | 110,733 | 减持 |
| 3 | EWJ | ISHARES INC | $11.2M | 3.54% | 165,882 | 增持 |
| 4 | VNQ | VANGUARD INDEX FDS | $8.7M | 2.77% | 102,926 | 减持 |
| 5 | ESGU | ISHARES TR | $7.5M | 2.37% | 87,093 | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $6.7M | 2.13% | 21,459 | 增持 |
| 7 | GOVT | ISHARES TR | $6.4M | 2.03% | 235,747 | 增持 |
| 8 | IEMG | ISHARES INC | $6.3M | 2.00% | 102,089 | 增持 |
| 9 | GLDM | WORLD GOLD TR | $6.0M | 1.89% | 314,956 | 增持 |
| 10 | SPYM | SPDR SER TR | $5.5M | 1.75% | 125,815 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $4.8M | 1.51% | 24,454 | 增持 |
| 12 | IVV | ISHARES TR | $4.6M | 1.44% | 12,130 | 增持 |
| 13 | SPIB | SPDR SER TR | $4.2M | 1.34% | 113,713 | 减持 |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | $3.8M | 1.21% | 21,765 | 新建仓 |
| 15 | MSFT | MICROSOFT CORP | $3.7M | 1.18% | 16,820 | 增持 |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | $3.6M | 1.14% | 26,954 | 减持 |
| 17 | IGSB | ISHARES TR | $3.5M | 1.10% | 63,050 | 减持 |
| 18 | WFC | WELLS FARGO CO NEW | $3.5M | 1.09% | 114,586 | 增持 |
| 19 | PRFZ | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.06% | 22,170 | 持平 |
| 20 | IEF | ISHARES TR | $3.1M | 0.97% | 25,667 | 增持 |
| 21 | V | VISA INC | $2.9M | 0.90% | 13,072 | 增持 |
| 22 | XSOE | WISDOMTREE TR | $2.8M | 0.88% | 70,152 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $2.7M | 0.85% | 7,849 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 0.84% | 11,455 | 增持 |
| 25 | SPLB | SPDR SER TR | $2.6M | 0.83% | 79,318 | 增持 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
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