Hirtle & Co., LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001360710
$29.19亿2026Q1 申报市值
112持仓数
77.5%前十大占比 · 第一大 22.2%
8 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGIT 加仓+$1,576.81万
IEFA 加仓+$1,403.21万
IVV 加仓+$1,327.58万
VEA 加仓+$930.11万
VGK 加仓+$642.00万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$864.76万
VTI 减仓-$674.50万
MUB 减仓-$532.10万
VUG 减仓-$365.77万
GOOGL 减仓-$308.49万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | $6.49亿 | 22.22% | 997,270 | -13,297 | -1.3% | -$864.76万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.57亿 | 12.23% | 3,942,504 | 154,999 | 4.1% | $1,403.21万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2.95亿 | 10.11% | 452,028 | 20,324 | 4.7% | $1,327.58万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $1.94亿 | 6.65% | 1,999,325 | -8,221 | -0.4% | -$79.85万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.59亿 | 5.44% | 2,278,273 | -2,435 | -0.1% | -$16.98万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.47亿 | 5.05% | 2,300,281 | 145,148 | 6.7% | $930.11万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1.43亿 | 4.89% | 238,838 | 782 | 0.3% | $46.73万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $1.28亿 | 4.40% | 5,601,878 | -13,084 | -0.2% | -$29.98万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.08亿 | 3.70% | 1,902,237 | -22,986 | -1.2% | -$130.54万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $8,123.85万 | 2.78% | 1,503,025 | -16,958 | -1.1% | -$91.66万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $6,902.39万 | 2.36% | 215,155 | -21,025 | -8.9% | -$674.50万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $6,341.36万 | 2.17% | 145,181 | -8,374 | -5.5% | -$365.77万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $5,884.94万 | 2.02% | 299,946 | -2,870 | -0.9% | -$56.31万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,910.68万 | 1.34% | 91,714 | -5,907 | -6.1% | -$251.87万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $3,443.75万 | 1.18% | 467,646 | 27,001 | 6.1% | $198.84万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3,212.51万 | 1.10% | 388,219 | -1,028 | -0.3% | -$8.51万 | 减仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $3,101.69万 | 1.06% | 1,385,302 | -3,350 | -0.2% | -$7.50万 | 减仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $2,789.80万 | 0.96% | 94,531 | 3,619 | 4.0% | $106.80万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $2,121.13万 | 0.73% | 425,162 | -99 | -0.0% | -$4,939 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,924.24万 | 0.66% | 66,916 | -10,728 | -13.8% | -$308.49万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $1,692.02万 | 0.58% | 284,135 | 264,788 | 1,368.6% | $1,576.81万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,598.59万 | 0.55% | 74,816 | -6,001 | -7.4% | -$128.22万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $1,576.98万 | 0.54% | 191,311 | 77,884 | 68.7% | $642.00万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $1,442.74万 | 0.49% | 218,630 | -46 | -0.0% | -$3,036 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $1,287.12万 | 0.44% | 1,016,679 | 9,437 | 0.9% | $11.95万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $1,237.99万 | 0.42% | 465,234 | -1,194 | -0.3% | -$3.18万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,225.19万 | 0.42% | 74,101 | -113 | -0.2% | -$1.87万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1,130.17万 | 0.39% | 81,707 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $976.80万 | 0.33% | 98,398 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $928.64万 | 0.32% | 185,840 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $680.81万 | 0.23% | 122,989 | 103,030 | 516.2% | $570.32万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $670.27万 | 0.23% | 60,735 | 2,237 | 3.8% | $24.69万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $635.23万 | 0.22% | 59,843 | -50,127 | -45.6% | -$532.10万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $627.37万 | 0.21% | 17,595 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $554.62万 | 0.19% | 116,689 | -15,088 | -11.4% | -$71.71万 | 减仓 |
| — | GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $550.72万 | 0.19% | 149,300 | -18,900 | -11.2% | -$69.72万 | 减仓 |
| AAPL | APPLE INC COM | $547.78万 | 0.19% | 21,584 | -1,084 | -4.8% | -$27.51万 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $523.90万 | 0.18% | 37,862 | 21,042 | 125.1% | $291.16万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $504.01万 | 0.17% | 110,407 | 0 | 0.0% | — | 不变 |
| — | THERMON GROUP HLDGS INC COM | $378.00万 | 0.13% | 75,000 | 75,000 | — | $378.00万 | 新建仓 |
| LTPZ | PIMCO 15PLUS YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $342.41万 | 0.12% | 67,099 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $336.90万 | 0.12% | 29,785 | 623 | 2.1% | $7.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $318.35万 | 0.11% | 9,420 | -108 | -1.1% | -$3.65万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $316.03万 | 0.11% | 67,313 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $277.65万 | 0.10% | 9,679 | -759 | -7.3% | -$21.77万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $270.62万 | 0.09% | 25,410 | 4,863 | 23.7% | $51.79万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $267.42万 | 0.09% | 10,783 | 1,488 | 16.0% | $36.90万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $257.02万 | 0.09% | 32,423 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $246.61万 | 0.08% | 46,920 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $236.46万 | 0.08% | 30,257 | -10,000 | -24.8% | -$78.15万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $230.56万 | 0.08% | 46,159 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $222.98万 | 0.08% | 33,019 | -15,049 | -31.3% | -$101.63万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $222.04万 | 0.08% | 28,228 | -7,943 | -22.0% | -$62.48万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $221.81万 | 0.08% | 47,285 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $200.36万 | 0.07% | 66,630 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $199.92万 | 0.07% | 9,468 | -37 | -0.4% | -$7,813 | 减仓 |
| TLT | ISHARES 20PLUS YEAR TREASURY BOND ETF | $162.83万 | 0.06% | 18,783 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $140.31万 | 0.05% | 14,431 | 9,288 | 180.6% | $90.31万 | 加仓 |
| VOTE | TCW TRANSFORM 500 ETF | $129.03万 | 0.04% | 16,911 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $128.80万 | 0.04% | 21,314 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $102.83万 | 0.04% | 24,199 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $100.96万 | 0.03% | 11,452 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $100.37万 | 0.03% | 2,042 | -61 | -2.9% | -$3.00万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $98.43万 | 0.03% | 2,659 | -525 | -16.5% | -$19.43万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $97.79万 | 0.03% | 12,291 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $95.10万 | 0.03% | 5,016 | -94 | -1.8% | -$1.78万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $85.75万 | 0.03% | 3,274 | -429 | -11.6% | -$11.24万 | 减仓 |
| GLD | SPDR GOLD SHARES | $83.05万 | 0.03% | 1,930 | -4 | -0.2% | -$1,721 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $75.17万 | 0.03% | 13,286 | -6 | -0.0% | -$339 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $74.54万 | 0.03% | 7,952 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $74.53万 | 0.03% | 9,800 | -285 | -2.8% | -$2.17万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $71.50万 | 0.02% | 19,457 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $70.51万 | 0.02% | 3,719 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $70.06万 | 0.02% | 6,774 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $66.16万 | 0.02% | 7,459 | 500 | 7.2% | $4.43万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $65.49万 | 0.02% | 2,308 | -71 | -3.0% | -$2.01万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $63.77万 | 0.02% | 4,306 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $62.73万 | 0.02% | 1,309 | -237 | -15.3% | -$11.36万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $62.57万 | 0.02% | 2,004 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $56.29万 | 0.02% | 13,787 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $53.58万 | 0.02% | 21,347 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $52.27万 | 0.02% | 4,327 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $50.37万 | 0.02% | 577 | -17 | -2.9% | -$1.48万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $47.40万 | 0.02% | 4,321 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $46.65万 | 0.02% | 10,100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $46.04万 | 0.02% | 3,575 | -132 | -3.6% | -$1.70万 | 减仓 |
| — | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF | $43.09万 | 0.01% | 4,203 | 4,203 | — | $43.09万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $41.59万 | 0.01% | 33,727 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $40.32万 | 0.01% | 5,369 | 998 | 22.8% | $7.49万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $38.52万 | 0.01% | 4,203 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $38.47万 | 0.01% | 8,600 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $35.93万 | 0.01% | 2,890 | 129 | 4.7% | $1.60万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $35.58万 | 0.01% | 7,299 | -1,190 | -14.0% | -$5.80万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $34.82万 | 0.01% | 2,638 | -128 | -4.6% | -$1.69万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $33.04万 | 0.01% | 1,892 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $32.92万 | 0.01% | 4,428 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $32.64万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $32.49万 | 0.01% | 4,745 | 4,745 | — | $32.49万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $32.38万 | 0.01% | 1,687 | -51 | -2.9% | -$9,788 | 减仓 |
| — | EXXON MOBIL CORP COM | $31.98万 | 0.01% | 1,885 | -329 | -14.9% | -$5.58万 | 减仓 |