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
AdvicePeriod, LLC (CIK 1634228) reported $1.54B across 85 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: VEA ($211.3M, 13.75%), VWO ($179.7M, 11.69%), VOO ($161.3M, 10.49%), VTI ($118.9M, 7.74%), VGSH ($63.9M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED INTL FD | $211.3M | 13.75% | 4.1M | Added |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $179.7M | 11.69% | 3.3M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $161.3M | 10.49% | 409,781 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $118.9M | 7.74% | 533,646 | Trimmed |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $63.9M | 4.16% | 1.0M | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $58.1M | 3.78% | 611,295 | Added |
| 7 | IVV | ISHARES TR | $48.3M | 3.14% | 112,368 | Added |
| 8 | IEMG | ISHARES INC | $41.7M | 2.71% | 622,272 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $36.3M | 2.36% | 635,494 | Added |
| 10 | VXF | VANGUARD INDEX FDS | $35.4M | 2.30% | 187,781 | Added |
| 11 | ITOT | ISHARES TR | $34.0M | 2.21% | 344,037 | Trimmed |
| 12 | MUB | ISHARES TR | $31.1M | 2.03% | 265,527 | Added |
| 13 | IEFA | ISHARES TR | $29.4M | 1.91% | 392,288 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $29.3M | 1.90% | 212,931 | Trimmed |
| 15 | EMLP | FIRST TR EXCHANGE-TRADED FD | $23.4M | 1.52% | 955,074 | Trimmed |
| 16 | VWOB | VANGUARD WHITEHALL FDS | $21.5M | 1.40% | 268,860 | Added |
| 17 | BSV | VANGUARD BD INDEX FDS | $20.2M | 1.32% | 246,109 | Trimmed |
| 18 | IWB | ISHARES TR | $19.6M | 1.27% | 80,853 | Added |
| 19 | VBR | VANGUARD INDEX FDS | $18.8M | 1.22% | 108,146 | Trimmed |
| 20 | VNQ | VANGUARD INDEX FDS | $17.1M | 1.12% | 168,409 | Added |
| 21 | BIV | VANGUARD BD INDEX FDS | $16.9M | 1.10% | 187,594 | Trimmed |
| 22 | IJR | ISHARES TR | $15.9M | 1.03% | 140,553 | Added |
| 23 | VOE | VANGUARD INDEX FDS | $15.8M | 1.03% | 112,447 | Trimmed |
| 24 | IVE | ISHARES TR | $15.0M | 0.98% | 101,902 | Trimmed |
| 25 | SHY | ISHARES TR | $14.1M | 0.92% | 163,550 | Added |
来源：SEC 13F 申报文件 · 截至 2021-06-30