SVA Wealth Management, LLC 13F 持仓 · 最近申报 2020年Q4
SVA Wealth Management 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 229 只证券，申报市值合计 11.47 亿美元。前几大持仓：SCHM（10.12%）、VXUS（10.11%）、SCHX（9.92%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | $116.1M | 10.12% | 1.7M | 减持 |
| 2 | VXUS | VANGUARD STAR FDS | $116.0M | 10.11% | 1.9M | 增持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $113.8M | 9.92% | 1.3M | 增持 |
| 4 | JPUS | J P MORGAN EXCHANGE-TRADED F | $62.6M | 5.45% | 747,959 | 增持 |
| 5 | IJR | ISHARES TR | $53.1M | 4.63% | 577,799 | 增持 |
| 6 | AAPL | APPLE INC | $44.3M | 3.86% | 333,616 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $29.2M | 2.55% | 131,375 | 减持 |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $21.0M | 1.83% | 374,719 | 减持 |
| 9 | V | VISA INC | $16.1M | 1.40% | 73,414 | 减持 |
| 10 | VUG | VANGUARD INDEX FDS | $14.5M | 1.26% | 57,156 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $13.7M | 1.19% | 87,074 | 减持 |
| 12 | VOT | VANGUARD INDEX FDS | $13.2M | 1.15% | 62,021 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $12.6M | 1.10% | 99,404 | 减持 |
| 14 | GOOGL | ALPHABET INC | $12.0M | 1.04% | 6,832 | 减持 |
| 15 | AMZN | AMAZON COM INC | $11.6M | 1.01% | 3,572 | 减持 |
| 16 | SCHA | SCHWAB STRATEGIC TR | $11.6M | 1.01% | 130,579 | 减持 |
| 17 | IXUS | ISHARES TR | $11.1M | 0.97% | 165,201 | 减持 |
| 18 | VOE | VANGUARD INDEX FDS | $11.1M | 0.96% | 93,040 | 减持 |
| 19 | PEP | PEPSICO INC | $10.9M | 0.95% | 73,258 | 减持 |
| 20 | VO | VANGUARD INDEX FDS | $10.9M | 0.95% | 52,721 | 减持 |
| 21 | DIS | DISNEY WALT CO | $10.2M | 0.89% | 56,273 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.1M | 0.79% | 39,310 | 增持 |
| 23 | PG | PROCTER AND GAMBLE CO | $9.1M | 0.79% | 65,326 | 增持 |
| 24 | VTV | VANGUARD INDEX FDS | $8.9M | 0.78% | 74,982 | 增持 |
| 25 | HON | HONEYWELL INTL INC | $8.7M | 0.76% | 41,069 | 减持 |
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