$41.92B13F报告持仓市值
533持仓明细
+43新增
245已增持
190减持
−20已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| EXC Exelon Corporation | $68.63M | 0.2% |
| HONA Honeywell Aerospace Inc | $56.84M | 0.1% |
| BSY Bentley Systems, Incorporated | $1.07M | 0.0% |
| SNPS Synopsys, Inc. | $765,456 | 0.0% |
| RF Regions Financial Corporation | $745,487 | 0.0% |
| AXON Axon Enterprise, Inc. | $654,069 | 0.0% |
| SPCX Space Exploration… | $600,060 | 0.0% |
| VT Vanguard Total World Stock ETF | $554,190 | 0.0% |
| ROL Rollins, Inc. | $481,513 | 0.0% |
| GWW W.W. Grainger, Inc. | $450,292 | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| SCHF Schwab International Equity… | ▼ Trim | -1.7% | $5.06B |
| SCHA Schwab U.S. Small-Cap ETF | ▲ Add | +2.1% | $1.36B |
| IWM iShares Russell 2000 ETF | ▼ Trim | -7.7% | $2.38B |
| VWO Vanguard FTSE Emerging… | ▲ Add | +0.7% | $2.13B |
| VNQ Vanguard Real Estate ETF | ▲ Add | +4.2% | $1.70B |
| BSV Vanguard Short-Term Bond ETF | ▲ Add | +7.8% | $1.89B |
| VGIT Vanguard Intermediate-Term… | ▲ Add | +8.3% | $1.51B |
| GOOG Alphabet Inc. | ▲ Add | +0.1% | $505.06M |
| VTI Vanguard Morningstar Total… | ▲ Add | +5.9% | $510.03M |
| UNH UnitedHealth Group… | ▲ Add | +13.4% | $208.41M |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。