Tillar-Wenstrup Advisors, LLC 13F 持仓 · 最近申报 2022年Q4
Tillar-Wenstrup Advisors 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 2.07 亿美元。前几大持仓：USMV（9.57%）、QUAL（9.11%）、MTUM（6.95%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USMV | iShares MSCI USA Min Vol | $19.8M | 9.57% | 274,670 | 减持 |
| 2 | QUAL | iShares MSCI USA Quality | $18.9M | 9.11% | 165,511 | 增持 |
| 3 | MTUM | iShares MSCI USA Momentum | $14.4M | 6.95% | 98,611 | 增持 |
| 4 | TFLO | iShares Treasury Floating Rate | $12.9M | 6.25% | 256,808 | 增持 |
| 5 | PRF | Invesco FTSE RAFI US 1000 | $12.5M | 6.02% | 80,333 | 减持 |
| 6 | DGRO | iShares Core Dividend Growth | $11.5M | 5.55% | 229,858 | 增持 |
| 7 | VTV | Vanguard Value | $11.4M | 5.50% | 81,177 | 减持 |
| 8 | FLOT | iShares Floating Rate Bond | $11.2M | 5.42% | 223,025 | 增持 |
| 9 | FLRN | SPDR Floating Rate | $11.1M | 5.35% | 364,568 | 增持 |
| 10 | IBDO | iBonds Dec 2023 Corp | $9.5M | 4.59% | 379,705 | 减持 |
| 11 | SPTM | SPDR Portfolio Total Stock Market | $8.9M | 4.29% | 187,744 | 减持 |
| 12 | IBDP | iBonds Dec 2024 Corp | $7.2M | 3.48% | 295,053 | 减持 |
| 13 | VBR | Vanguard Small Cap Value | $5.3M | 2.58% | 33,692 | 增持 |
| 14 | VO | Vanguard Mid-Cap | $5.0M | 2.42% | 24,562 | 减持 |
| 15 | VOE | Vanguard Mid-Cap Value | $4.9M | 2.36% | 36,111 | 增持 |
| 16 | VEU | Vanguard FTSE All-World ex-US | $4.0M | 1.93% | 79,688 | 减持 |
| 17 | VB | Vanguard Small-Cap ETF | $3.7M | 1.80% | 20,293 | 减持 |
| 18 | VEA | Vanguard FTSE Developed Markets | $3.5M | 1.71% | 84,117 | 减持 |
| 19 | VFVA | Vanguard U.S. Value Factor | $3.3M | 1.60% | 33,483 | 减持 |
| 20 | IJH | iShares S&P Mid-Cap | $2.9M | 1.38% | 11,793 | 新建仓 |
| 21 | CINF | Cincinnati Financial | $2.6M | 1.27% | 25,731 | 持平 |
| 22 | IBTD | iBonds Dec 2023 Treasury | $2.3M | 1.12% | 93,720 | 减持 |
| 23 | LGLV | SPDR SSGA US Low Vol | $2.2M | 1.05% | 16,087 | 增持 |
| 24 | VUG | Vanguard Growth | $2.1M | 1.00% | 9,684 | 减持 |
| 25 | AAPL | Apple Inc. | $1.7M | 0.81% | 12,828 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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