Veritable, L.P. — 2022-12-31 13F 持股

Name: Veritable, L.P. — 13F Holdings, 2022-12-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001300311

申报总市值

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仅显示前 200 大持股（共 863 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	15.83%	—	+35.44%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	8.78%	—	+2.04%
3	MDY	State Street Spdr S&p Midcap	ETF-其他	7.37%	—	-2.12%
4	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	7.30%	—	-4.24%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	4.83%	—	+0.21%
6	IWB	Ishares Russell 1000 ETF	ETF-其他	4.59%	—	+2.59%
7	IWR	Ishares Russell Mid-cap ETF	ETF-其他	2.68%	—	+0.19%
8	VYM	Vanguard High Dvd Yield ETF	ETF-其他	2.55%	—	-0.82%
9	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.15%	—	-3.43%
10	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.63%	—	+23.71%
11	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.61%	—	-1.90%
12	AAPL	Apple INC	股票-科技	1.60%	—	+2.01%
13	MSFT	Microsoft CORP	股票-科技	1.17%	—	-4.69%
14	VO	Vanguard Mid-cap ETF	ETF-其他	1.06%	—	+1.44%
15	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.94%	—	-0.09%
16	PG	Procter & Gamble Co/the	股票-非周期性消费	0.84%	—	-0.55%
17	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.82%	—	+7.22%
18	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.70%	—	-5.42%
19	EFA	Ishares Msci Eafe ETF	ETF-其他	0.65%	—	+2.63%
20	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.53%	—	-0.40%
21	CMCSA	Comcast Corp-class A	股票-通信服务	0.51%	—	-1.16%
22	JNJ	Johnson & Johnson	股票-医疗保健	0.50%	—	-1.58%
23	XLK	Ss Technology Select Sector	ETF-科技型	0.44%	—	-0.56%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.43%	—	+5.27%
25	AMZN	Amazon.com INC	股票-周期性消费	0.41%	—	+24.65%
26	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.40%	—	-2.81%
27	JPM	Jpmorgan Chase & Co	股票-金融	0.40%	—	+2.28%
28	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.39%	—	—
29	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.37%	—	-0.97%
30	MA	Mastercard INC - A	股票-金融	0.36%	—	+1.20%
31	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.35%	—	-0.22%
32	ABBV	Abbvie INC	股票-医疗保健	0.35%	—	+0.82%
33	IYR	Ishares US Real Estate ETF	ETF-其他	0.33%	—	+1.37%
34	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.33%	—	-1.95%
35	PEP	Pepsico INC	股票-非周期性消费	0.31%	—	-5.40%
36	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.31%	—	+18.02%
37	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.31%	—	+16.28%
38	CVX	Chevron CORP	股票-能源	0.30%	—	-0.94%
39	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.30%	—	+2.93%
40	HD	Home Depot INC	股票-周期性消费	0.30%	—	-9.96%
41	MRK	Merck & Co. INC.	股票-医疗保健	0.29%	—	-0.37%
42	TSLA	Tesla INC	股票-周期性消费	0.29%	—	+151.90%
43	XOM	Exxon Mobil CORP	股票-能源	0.28%	—	+1.81%
44	KO	Coca-cola Co/the	股票-非周期性消费	0.27%	—	+0.64%
45	VNQ	Vanguard Real Estate ETF	ETF-其他	0.26%	—	+4.63%
46	PFE	Pfizer INC	股票-医疗保健	0.25%	—	-2.23%
47	MUB	Ishares National Muni Bond E	ETF-其他	0.25%	—	-1.79%
48	UNH	Unitedhealth Group INC	股票-医疗保健	0.24%	—	+1.81%
49	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.24%	—	+12.61%
50	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.24%	—	+103.09%

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