Transparent Wealth Partners LLC 13F 持仓 · 最近申报 2023年Q1
Transparent Wealth Partners 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 1.37 亿美元。前几大持仓：VIG（26.02%）、SCHG（19.75%）、RSP（10.12%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $35.6M | 26.02% | 231,183 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $27.0M | 19.75% | 414,629 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $13.8M | 10.12% | 95,720 | 增持 |
| 4 | IJR | ISHARES TR | $13.4M | 9.79% | 138,541 | 增持 |
| 5 | BSCO | INVESCO EXCH TRD SLF IDX FD | $7.9M | 5.76% | 382,430 | 增持 |
| 6 | VO | VANGUARD INDEX FDS | $7.3M | 5.36% | 34,790 | 增持 |
| 7 | MGV | VANGUARD WORLD FD | $6.3M | 4.57% | 61,899 | 增持 |
| 8 | SCHV | SCHWAB STRATEGIC TR | $3.9M | 2.88% | 60,042 | 减持 |
| 9 | VUG | VANGUARD INDEX FDS | $3.7M | 2.69% | 14,770 | 减持 |
| 10 | EFA | ISHARES TR | $2.3M | 1.68% | 32,138 | 增持 |
| 11 | XLE | SELECT SECTOR SPDR TR | $1.8M | 1.30% | 21,424 | 增持 |
| 12 | SPY | SPDR S&P 500 ETF TR | $1.5M | 1.12% | 3,754 | 增持 |
| 13 | GLD | SPDR GOLD TR | $1.4M | 1.02% | 7,585 | 减持 |
| 14 | XOM | EXXON MOBIL CORP | $1.2M | 0.86% | 10,765 | 增持 |
| 15 | SCHM | SCHWAB STRATEGIC TR | $1.2M | 0.85% | 17,058 | 增持 |
| 16 | SHW | SHERWIN WILLIAMS CO | $922,951 | 0.67% | 4,106 | 减持 |
| 17 | VTV | VANGUARD INDEX FDS | $881,835 | 0.64% | 6,385 | 增持 |
| 18 | AGG | ISHARES TR | $863,404 | 0.63% | 8,665 | 新建仓 |
| 19 | ILCG | ISHARES TR | $852,859 | 0.62% | 15,406 | 增持 |
| 20 | DWAS | INVESCO EXCH TRADED FD TR II | $784,525 | 0.57% | 10,649 | 减持 |
| 21 | IVV | ISHARES TR | $665,368 | 0.49% | 1,619 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $486,622 | 0.36% | 1,576 | 持平 |
| 23 | WMT | WALMART INC | $444,843 | 0.33% | 3,017 | 减持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $432,113 | 0.32% | 9,566 | 增持 |
| 25 | PRF | INVESCO EXCHANGE TRADED FD T | $398,692 | 0.29% | 2,543 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
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