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
SVA Wealth Management, LLC (CIK 1587836) reported $1.15B across 229 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: SCHM ($116.1M, 10.12%), VXUS ($116.0M, 10.11%), SCHX ($113.8M, 9.92%), JPUS ($62.6M, 5.45%), IJR ($53.1M, 4.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | $116.1M | 10.12% | 1.7M | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $116.0M | 10.11% | 1.9M | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $113.8M | 9.92% | 1.3M | Added |
| 4 | JPUS | J P MORGAN EXCHANGE-TRADED F | $62.6M | 5.45% | 747,959 | Added |
| 5 | IJR | ISHARES TR | $53.1M | 4.63% | 577,799 | Added |
| 6 | AAPL | APPLE INC | $44.3M | 3.86% | 333,616 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $29.2M | 2.55% | 131,375 | Trimmed |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $21.0M | 1.83% | 374,719 | Trimmed |
| 9 | V | VISA INC | $16.1M | 1.40% | 73,414 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $14.5M | 1.26% | 57,156 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $13.7M | 1.19% | 87,074 | Trimmed |
| 12 | VOT | VANGUARD INDEX FDS | $13.2M | 1.15% | 62,021 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $12.6M | 1.10% | 99,404 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $12.0M | 1.04% | 6,832 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $11.6M | 1.01% | 3,572 | Trimmed |
| 16 | SCHA | SCHWAB STRATEGIC TR | $11.6M | 1.01% | 130,579 | Trimmed |
| 17 | IXUS | ISHARES TR | $11.1M | 0.97% | 165,201 | Trimmed |
| 18 | VOE | VANGUARD INDEX FDS | $11.1M | 0.96% | 93,040 | Trimmed |
| 19 | PEP | PEPSICO INC | $10.9M | 0.95% | 73,258 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $10.9M | 0.95% | 52,721 | Trimmed |
| 21 | DIS | DISNEY WALT CO | $10.2M | 0.89% | 56,273 | Trimmed |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.1M | 0.79% | 39,310 | Added |
| 23 | PG | PROCTER AND GAMBLE CO | $9.1M | 0.79% | 65,326 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $8.9M | 0.78% | 74,982 | Added |
| 25 | HONZZZZ | HONEYWELL INTL INC | $8.7M | 0.76% | 41,069 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2020-12-31