Wooster Corthell Wealth Management, Inc. 13F 持仓 · 最近申报 2025年Q2
Wooster Corthell Wealth Management 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 5.40 亿美元。前几大持仓：MGC（20.04%）、VTI（9.35%）、SCHF（8.23%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MGC | VANGUARD WORLD FD | $108.2M | 20.04% | 481,051 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $50.5M | 9.35% | 166,089 | 减持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $44.4M | 8.23% | 2.0M | 减持 |
| 4 | ITOT | ISHARES TR | $44.2M | 8.19% | 327,410 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $29.6M | 5.47% | 105,612 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $24.9M | 4.62% | 105,180 | 增持 |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $22.7M | 4.21% | 380,159 | 减持 |
| 8 | SHY | ISHARES TR | $22.3M | 4.13% | 269,355 | 新建仓 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $14.4M | 2.67% | 252,912 | 减持 |
| 10 | SCHE | SCHWAB STRATEGIC TR | $13.7M | 2.53% | 453,615 | 减持 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $13.1M | 2.42% | 157,618 | 减持 |
| 12 | VV | VANGUARD INDEX FDS | $12.8M | 2.38% | 44,990 | 持平 |
| 13 | VTIP | VANGUARD MALVERN FDS | $10.1M | 1.87% | 200,427 | 新建仓 |
| 14 | SCHP | SCHWAB STRATEGIC TR | $9.0M | 1.68% | 339,148 | 减持 |
| 15 | MBB | ISHARES TR | $8.8M | 1.64% | 94,091 | 减持 |
| 16 | IEI | ISHARES TR | $8.8M | 1.62% | 73,659 | 减持 |
| 17 | EFA | ISHARES TR | $8.0M | 1.48% | 89,578 | 减持 |
| 18 | SCHC | SCHWAB STRATEGIC TR | $7.4M | 1.37% | 173,264 | 减持 |
| 19 | BILS | SPDR SERIES TRUST | $7.3M | 1.35% | 73,464 | 增持 |
| 20 | QLTA | ISHARES TR | $6.3M | 1.17% | 132,598 | 减持 |
| 21 | SHV | ISHARES TR | $5.7M | 1.05% | 51,273 | 增持 |
| 22 | IVV | ISHARES TR | $5.3M | 0.98% | 8,541 | 减持 |
| 23 | IAGG | ISHARES TR | $5.1M | 0.94% | 99,552 | 持平 |
| 24 | SPIP | SPDR SERIES TRUST | $5.0M | 0.93% | 193,169 | 减持 |
| 25 | IGIB | ISHARES TR | $3.8M | 0.70% | 70,997 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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