13FBOX
First Ascent Asset Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

First Ascent Asset Management, LLC

No.2988 数据截至 2024Q1
最新持仓市值 (Q1 2024)
$8.91亿
环比变动 Q4 2023
-$100.6万-0.1%
持仓股票数
53
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
53
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2024 市值Q1 2024 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
12.81%12.79%$1.14亿26.1万股$1.14亿26.1万股00.00%持仓不变
G通用动力VTI
9.99%9.98%$8,903.3万37.5万股$8,903.3万37.5万股00.00%持仓不变
V先锋领航市政债券基金VTEB
9.03%9.02%$8,046.3万157.6万股$8,046.3万157.6万股00.00%持仓不变
DDimensional维度ETF信托DFAC
9.02%9.01%$8,040.0万275.1万股$8,040.0万275.1万股00.00%持仓不变
IiShares安硕信托IUSB
7.21%7.2%$6,429.3万139.6万股$6,429.3万139.6万股00.00%持仓不变
SSPDR道富指数基金SPDW
6.81%6.81%$6,072.9万178.6万股$6,072.9万178.6万股00.00%持仓不变
V先锋领航STAR基金VXUS
6.73%6.72%$6,000.1万103.5万股$6,000.1万103.5万股00.00%持仓不变
DDimensional维度ETF信托DFNM
4.9%4.9%$4,370.9万90.1万股$4,370.9万90.1万股00.00%持仓不变
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
3.99%3.99%$3,559.5万145.8万股$3,559.5万145.8万股00.00%持仓不变
V先锋领航·TOTALBNDX
2.98%2.98%$2,658.7万53.9万股$2,658.7万53.9万股00.00%持仓不变
V先锋领航指数基金VXF
2.6%2.6%$2,319.8万14.1万股$2,319.8万14.1万股00.00%持仓不变
SSPDR道富指数基金SPEM
2.27%2.27%$2,024.7万57.2万股$2,024.7万57.2万股00.00%持仓不变
IiShares安硕信托AGG
2.16%2.15%$1,922.5万38.6万股$1,922.5万38.6万股00.00%持仓不变
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
2.05%2.05%$1,825.2万19.5万股$1,825.2万19.5万股00.00%持仓不变
DDimensional维度ETF信托DFIC
1.87%1.87%$1,667.7万65.3万股$1,667.7万65.3万股00.00%持仓不变
IiShares安硕信托SUSL
1.61%1.61%$1,435.4万17.0万股$1,435.4万17.0万股00.00%持仓不变
V先锋领航·SMALLVBR
0.99%0.99%$885.9万4.9万股$885.9万4.9万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.93%0.93%$832.5万11.0万股$832.5万11.0万股00.00%持仓不变
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
0.93%0.92%$824.7万25.3万股$824.7万25.3万股00.00%持仓不变
IiShares安硕信托IXUS
0.9%0.9%$806.4万12.4万股$806.4万12.4万股00.00%持仓不变
AAvantis US Small Cap Value ETFAVDV
0.75%0.75%$671.2万10.7万股$671.2万10.7万股00.00%持仓不变
V先锋领航国际股票指数基金VT
0.75%0.74%$664.4万6.5万股$664.4万6.5万股00.00%持仓不变
S道富SPYV
0.69%0.69%$615.2万13.2万股$615.2万13.2万股00.00%持仓不变
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
0.63%0.63%$561.4万9.5万股$561.4万9.5万股00.00%持仓不变
IiShares安硕信托ITOT
0.62%0.62%$553.7万5.3万股$553.7万5.3万股00.00%持仓不变
IiShares安硕信托AOA
0.62%0.61%$548.7万7.9万股$548.7万7.9万股00.00%持仓不变
SSPDR道富系列信托SPYG
0.55%0.55%$489.3万7.5万股$489.3万7.5万股00.00%持仓不变
G高盛ETF信托GCOR
0.49%0.49%$441.0万10.5万股$441.0万10.5万股00.00%持仓不变
DDimensional维度ETF信托DFCF
0.49%0.49%$439.1万10.4万股$439.1万10.4万股00.00%持仓不变
IiShares安硕信托EUSB
0.48%0.48%$431.8万10.0万股$431.8万10.0万股00.00%持仓不变
JJPMorgan Sustainable Municipal Income ETFJMSI
0.48%0.48%$431.3万8.5万股$431.3万8.5万股00.00%持仓不变
GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM
0.45%0.45%$403.3万13.1万股$403.3万13.1万股00.00%持仓不变
A美国世纪ETF信托AVEM
0.45%0.45%$402.8万7.1万股$402.8万7.1万股00.00%持仓不变
NNUVEEN ESGNUSC
0.37%0.36%$325.6万8.3万股$325.6万8.3万股00.00%持仓不变
IiShares安硕ESGE
0.34%0.34%$307.5万9.6万股$307.5万9.6万股00.00%持仓不变
IiShares安硕信托AOR
0.34%0.34%$307.2万5.8万股$307.2万5.8万股00.00%持仓不变
IiShares安硕IEMG
0.27%0.27%$244.5万4.8万股$244.5万4.8万股00.00%持仓不变
IiShares安硕信托IWS
0.2%0.2%$178.5万1.5万股$178.5万1.5万股00.00%持仓不变
A美国世纪ETF信托AVRE
0.17%0.17%$149.9万3.5万股$149.9万3.5万股00.00%持仓不变
V先锋领航·FTSEVEA
0.15%0.15%$137.7万2.9万股$137.7万2.9万股00.00%持仓不变
V先锋领航·FSTEVWO
0.14%0.14%$125.0万3.0万股$125.0万3.0万股00.00%持仓不变
J摩根大通·SHORT DURATION CORE PLUS ETFJSCP
0.13%0.13%$116.0万2.5万股$116.0万2.5万股00.00%持仓不变
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.13%0.13%$115.5万3.9万股$115.5万3.9万股00.00%持仓不变
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.09%0.09%$78.7万1.6万股$78.7万1.6万股00.00%持仓不变
SSPDR道富系列信托BIL
0.07%0.07%$64.5万7,062股$64.5万7,062股00.00%持仓不变
EETFS GOLD TRSGOL
0.06%0.06%$49.6万2.5万股$49.6万2.5万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGLT
0.06%0.06%$49.5万8,040股$49.5万8,040股00.00%持仓不变
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.05%0.05%$46.8万1.1万股$46.8万1.1万股00.00%持仓不变
IiShares安硕信托AOK
0.03%0.03%$31.1万8,606股$31.1万8,606股00.00%持仓不变
IiShares安硕信托REET
0.03%0.03%$30.4万1.3万股$30.4万1.3万股00.00%持仓不变

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