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
Sargent Bickham Lagudis LLC (CIK 1613939) reported $1.22B across 1,053 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: AGG ($98.7M, 8.09%), SPY ($70.8M, 5.80%), VOO ($65.8M, 5.39%), VEA ($52.3M, 4.29%), IVV ($40.1M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $98.7M | 8.09% | 1.0M | Trimmed |
| 2 | SPY | SPDR S&P 500 ETF TR | $70.8M | 5.80% | 185,043 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $65.8M | 5.39% | 187,270 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $52.3M | 4.29% | 1.2M | Added |
| 5 | IVV | ISHARES TR | $40.1M | 3.29% | 104,364 | Trimmed |
| 6 | VTWO | VANGUARD SCOTTSDALE FDS | $35.7M | 2.93% | 507,223 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $33.4M | 2.74% | 675,456 | Trimmed |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $30.8M | 2.53% | 357,647 | Trimmed |
| 9 | ACWI | ISHARES TR | $23.1M | 1.89% | 271,957 | Added |
| 10 | AAPL | APPLE INC | $22.8M | 1.87% | 175,576 | Trimmed |
| 11 | SPLV | INVESCO EXCH TRADED FD TR II | $21.4M | 1.76% | 335,490 | Added |
| 12 | ANGL | VANECK ETF TRUST | $20.0M | 1.64% | 738,966 | Trimmed |
| 13 | SCHF | SCHWAB STRATEGIC TR | $19.9M | 1.63% | 617,350 | Added |
| 14 | VXF | VANGUARD INDEX FDS | $19.8M | 1.63% | 149,294 | Trimmed |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $18.8M | 1.54% | 60,853 | Added |
| 16 | IBDW | ISHARES TR | $18.3M | 1.50% | 920,548 | Added |
| 17 | SCHV | SCHWAB STRATEGIC TR | $18.1M | 1.49% | 274,510 | Trimmed |
| 18 | ACWX | ISHARES TR | $16.7M | 1.37% | 367,887 | Trimmed |
| 19 | MUB | ISHARES TR | $16.1M | 1.32% | 152,344 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $14.5M | 1.19% | 75,766 | Trimmed |
| 21 | AOK | ISHARES TR | $13.6M | 1.12% | 405,007 | Trimmed |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $12.8M | 1.05% | 255,175 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $12.4M | 1.02% | 88,078 | Added |
| 24 | HD | HOME DEPOT INC | $11.6M | 0.95% | 36,628 | Trimmed |
| 25 | UNH | UNITEDHEALTH GROUP INC | $10.5M | 0.86% | 19,812 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2022-12-31