Stratford Consulting, LLC 13F 持仓 · 最近申报 2020年Q1
Stratford Consulting 在 2020年Q1（报告期截至 2020-03-31）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 2.19 亿美元。前几大持仓：IVV（22.07%）、SDY（12.34%）、HDV（9.88%）。本季前 25 大持仓中：新建仓 4 只、增持 6 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $48.3M | 22.07% | 187,032 | 减持 |
| 2 | SDY | SPDR SER TR | $27.0M | 12.34% | 338,583 | 增持 |
| 3 | HDV | ISHARES TR | $21.6M | 9.88% | 302,378 | 减持 |
| 4 | SCZ | ISHARES TR | $11.5M | 5.27% | 257,341 | 减持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $9.9M | 4.52% | 125,085 | 减持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $8.9M | 4.04% | 264,047 | 减持 |
| 7 | IJR | ISHARES TR | $8.8M | 4.00% | 156,208 | 减持 |
| 8 | DLN | WISDOMTREE TR | $6.3M | 2.86% | 77,283 | 新建仓 |
| 9 | VEA | VANGUARD TAX-MANAGED INTL FD | $5.9M | 2.68% | 176,149 | 减持 |
| 10 | IJS | ISHARES TR | $5.0M | 2.26% | 49,575 | 减持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $4.6M | 2.10% | 65,017 | 减持 |
| 12 | SPY | SPDR S&P 500 ETF TR | $3.9M | 1.77% | 15,034 | 新建仓 |
| 13 | RWR | SPDR SER TR | $3.7M | 1.71% | 51,826 | 减持 |
| 14 | VNQ | VANGUARD INDEX FDS | $3.7M | 1.70% | 53,371 | 增持 |
| 15 | DGS | WISDOMTREE TR | $3.6M | 1.63% | 108,203 | 减持 |
| 16 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.57% | 80,268 | 减持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.2M | 1.45% | 122,619 | 增持 |
| 18 | SCHA | SCHWAB STRATEGIC TR | $3.0M | 1.37% | 58,263 | 增持 |
| 19 | SCHC | SCHWAB STRATEGIC TR | $3.0M | 1.36% | 122,332 | 新建仓 |
| 20 | SCHH | SCHWAB STRATEGIC TR | $2.9M | 1.32% | 88,082 | 减持 |
| 21 | IEMG | ISHARES INC | $2.5M | 1.14% | 61,673 | 增持 |
| 22 | NWFL | NORWOOD FINANCIAL CORP | $2.5M | 1.12% | 92,032 | 持平 |
| 23 | VOO | VANGUARD INDEX FDS | $2.2M | 1.00% | 9,268 | 增持 |
| 24 | IJH | ISHARES TR | $1.8M | 0.81% | 12,384 | 减持 |
| 25 | EWX | SPDR INDEX SHS FDS | $1.8M | 0.80% | 53,041 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-03-31
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