小隐寺数据中心API 小隐寺主站

Revisor Wealth Management LLC

报告期 2026-03-31 · CIK 0001887409

持仓数

327

前50大市值合计

$206.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$18.5M

797,226

9.0%

AAPL APPLE INC

COM

$13.3M

52,492

6.5%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$11.1M

133,613

5.4%

VIGI VANGUARD WHITEHALL FDS

INTL DVD ETF

$9.6M

108,412

4.6%

VCLT VANGUARD SCOTTSDALE FDS

LG-TERM COR BD

$8.9M

119,524

4.3%

MSFT MICROSOFT CORP

COM

$8.8M

23,897

4.3%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$8.8M

188,388

4.3%

DVYE ISHARES INC

EM MKTS DIV ETF

$7.7M

224,720

3.7%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$6.5M

215,571

3.1%

AMZN AMAZON COM INC

COM

$5.9M

28,111

2.8%

MCD MCDONALDS CORP

COM

$5.5M

17,735

2.7%

NVDA NVIDIA CORPORATION

COM

$5.1M

29,450

2.5%

CRM SALESFORCE INC

COM

$4.8M

25,631

2.3%

TSLA TESLA INC

COM

$4.4M

11,821

2.1%

CINF CINCINNATI FINL CORP

COM

$4.3M

27,397

2.1%

GOOG ALPHABET INC

CAP STK CL C

$3.8M

13,096

1.8%

JPM JPMORGAN CHASE & CO

COM

$3.3M

11,229

1.6%

— EXXON MOBIL CORP

COM

$3.3M

19,330

1.6%

BIL SPDR SERIES TRUST

STATE STREET SPD

$3.2M

34,946

1.6%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$3.2M

108,766

1.5%

META META PLATFORMS INC

CL A

$3.0M

5,282

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$3.0M

10,373

1.4%

BIBL NORTHERN LTS FD TR IV

INSPIRE 100 ETF

$2.9M

62,205

1.4%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$2.8M

114,518

1.4%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$2.7M

101,024

1.3%

IAGG ISHARES TR

CORE INTL AGGR

$2.7M

53,517

1.3%

PM PHILIP MORRIS INTL INC

COM

$2.7M

16,105

1.3%

SHW SHERWIN WILLIAMS CO

COM

$2.7M

8,319

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.6M

5,368

1.2%

SLV ISHARES SILVER TR

ISHARES

$2.5M

36,775

1.2%

WFC WELLS FARGO & CO

COM

$2.4M

30,192

1.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.3M

10,693

1.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.3M

3,486

1.1%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$2.2M

29,138

1.1%

ENB ENBRIDGE INC

COM

$2.1M

39,633

1.0%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.1M

41,754

1.0%

IGIB ISHARES TR

ISHS 5-10YR INVT

$2.1M

39,605

1.0%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$2.0M

14,113

1.0%

— ROYAL CARIBBEAN GROUP

COM

$2.0M

7,430

1.0%

RDDT REDDIT INC

CL A

$1.9M

14,400

0.9%

— MEDTRONIC PLC

SHS

$1.9M

22,090

0.9%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.9M

34,833

0.9%

KO COCA COLA CO

COM

$1.8M

24,019

0.9%

BDX BECTON DICKINSON & CO

COM

$1.8M

11,285

0.9%

GSK GSK PLC

SPONSORED ADR

$1.7M

31,080

0.8%

VB VANGUARD INDEX FDS

SMALL CP ETF

$1.7M

6,368

0.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.6M

5,099

0.8%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.6M

4,783

0.8%

WMT WALMART INC

COM

$1.6M

12,929

0.8%

V VISA INC

COM CL A

$1.6M

5,175

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

SCHZ9.0%AAPL6.5%VCIT5.4%VIGI4.6%VCLT4.3%MSFT4.3%

Revisor Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心