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
Lighthouse Financial Advisors, Inc. (CIK 1623210) reported $330.2M across 108 reported positions in its SEC 13F filing for 2021-03-31. Largest positions: SCHX ($44.9M, 13.61%), SCHM ($36.9M, 11.19%), QQQ ($28.0M, 8.47%), SHW ($17.8M, 5.40%), ARKK ($10.0M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-Cap ETF | $44.9M | 13.61% | 468,015 | Added |
| 2 | SCHM | Schwab US Mid-Cap ETF | $36.9M | 11.19% | 496,286 | Added |
| 3 | QQQ | Invesco QQQ Trust | $28.0M | 8.47% | 87,630 | Added |
| 4 | SHW | Sherwin-Williams Co | $17.8M | 5.40% | 24,149 | Added |
| 5 | ARKK | ARK Innovation ETF | $10.0M | 3.04% | 83,732 | Added |
| 6 | SCHF | Schwab International Equity ETF | $6.5M | 1.97% | 173,007 | Trimmed |
| 7 | IWP | iShares Russell Mid-Cap Growth ETF | $6.1M | 1.85% | 59,993 | Trimmed |
| 8 | SCHG | Schwab US Large-Cap Growth ETF | $5.8M | 1.77% | 44,921 | Added |
| 9 | SCHA | Schwab US Small-Cap ETF | $5.1M | 1.55% | 51,384 | Trimmed |
| 10 | SPYV | SPDR Portfolio S&P 500 Value ETF | $5.0M | 1.51% | 131,743 | Trimmed |
| 11 | ITW | Illinois Tool Works Inc | $4.6M | 1.40% | 20,827 | Added |
| 12 | SHOP | Shopify Inc | $4.1M | 1.23% | 3,684 | Added |
| 13 | NUE | Nucor Corp | $3.8M | 1.16% | 47,832 | Trimmed |
| 14 | AMZN | Amazon.com Inc | $3.8M | 1.14% | 1,214 | Added |
| 15 | LOW | Lowe's Companies Inc | $3.5M | 1.06% | 18,402 | Trimmed |
| 16 | PYPL | PayPal Holdings Inc | $3.5M | 1.06% | 14,390 | Added |
| 17 | TOTL | SPDR DoubleLine Total Return Tact ETF | $3.5M | 1.06% | 72,625 | Added |
| 18 | TROW | T. Rowe Price Group Inc | $3.3M | 0.99% | 18,963 | Trimmed |
| 19 | PNR | Pentair PLC | $3.2M | 0.97% | 51,165 | Trimmed |
| 20 | JNJ | Johnson & Johnson | $3.2M | 0.96% | 19,235 | Trimmed |
| 21 | CTAS | Cintas Corp | $3.0M | 0.91% | 8,771 | Trimmed |
| 22 | MMM | 3M Co | $3.0M | 0.91% | 15,523 | Trimmed |
| 23 | VOT | Vanguard Mid-Cap Growth ETF | $2.9M | 0.89% | 13,720 | Added |
| 24 | ZS | Zscaler Inc | $2.9M | 0.89% | 17,089 | Added |
| 25 | SPGI | S&P Global Inc | $2.9M | 0.88% | 8,224 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2021-03-31