Silicon Hills Wealth Management, LLC 13F 持仓 · 最近申报 2023年Q2
Silicon Hills Wealth Management 在 2023年Q2(报告期截至 2023-06-30)的 SEC 13F 申报中报告了 84 只证券,申报市值合计 1.77 亿美元。前几大持仓:DFSD(13.59%)、AVUS(13.37%)、AVDV(5.94%)。本季前 25 大持仓中:增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | $24.1M | 13.59% | 519,477 | 增持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $23.7M | 13.37% | 315,199 | 增持 |
| 3 | AVDV | AMERICAN CENTY ETF TR | $10.5M | 5.94% | 182,967 | 减持 |
| 4 | AVSU | AMERICAN CENTY ETF TR | $8.1M | 4.56% | 156,466 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $8.1M | 4.55% | 103,847 | 增持 |
| 6 | QMOM | EA SERIES TRUST | $7.9M | 4.48% | 170,830 | 减持 |
| 7 | AAPL | APPLE INC | $7.1M | 3.98% | 36,393 | 增持 |
| 8 | QVAL | EA SERIES TRUST | $7.0M | 3.94% | 201,788 | 增持 |
| 9 | DIHP | DIMENSIONAL ETF TRUST | $6.6M | 3.73% | 270,002 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $5.2M | 2.93% | 14,046 | 减持 |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $4.7M | 2.65% | 171,831 | 减持 |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $3.8M | 2.13% | 79,316 | 减持 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.98% | 23,396 | 减持 |
| 14 | AVSD | AMERICAN CENTY ETF TR | $3.4M | 1.93% | 66,858 | 减持 |
| 15 | AMZN | AMAZON COM INC | $2.4M | 1.33% | 18,063 | 减持 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $2.2M | 1.23% | 45,280 | 减持 |
| 17 | V | VISA INC | $2.2M | 1.23% | 9,151 | 持平 |
| 18 | SPLV | INVESCO EXCH TRADED FD TR II | $1.9M | 1.07% | 30,168 | 减持 |
| 19 | AXP | AMERICAN EXPRESS CO | $1.8M | 1.03% | 10,480 | 持平 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.97% | 5,050 | 增持 |
| 21 | ITOT | ISHARES TR | $1.6M | 0.90% | 16,317 | 持平 |
| 22 | MSFT | MICROSOFT CORP | $1.6M | 0.88% | 4,575 | 增持 |
| 23 | DFAU | DIMENSIONAL ETF TRUST | $1.5M | 0.84% | 48,313 | 减持 |
| 24 | AVMU | AMERICAN CENTY ETF TR | $1.5M | 0.83% | 31,950 | 持平 |
| 25 | AVDE | AMERICAN CENTY ETF TR | $1.5M | 0.82% | 25,464 | 减持 |
来源:SEC 13F 申报文件 · 截至 2023-06-30
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