American Economic Planning Group Inc 13F 持仓 · 最近申报 2019年Q3
American Economic Planning Group 在 2019年Q3(报告期截至 2019-09-30)的 SEC 13F 申报中报告了 89 只证券,申报市值合计 3.67 亿美元。前几大持仓:VTI(29.66%)、SCHD(11.18%)、SCHR(9.62%)。本季前 25 大持仓中:增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $108.8M | 29.66% | 719,460 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $41.0M | 11.18% | 753,240 | 减持 |
| 3 | SCHR | SCHWAB STRATEGIC TR | $35.3M | 9.62% | 636,230 | 增持 |
| 4 | JPST | JP MORGAN EXCHANGE TRADED FD | $28.0M | 7.63% | 554,419 | 增持 |
| 5 | INTF | ISHARES TR | $25.3M | 6.90% | 992,303 | 减持 |
| 6 | SPLV | INVESCO EXCHNG TRADED FD TR | $21.9M | 5.98% | 378,175 | 减持 |
| 7 | SCHO | SCHWAB STRATEGIC TR | $18.5M | 5.06% | 366,870 | 减持 |
| 8 | AOM | ISHARES TR | $8.4M | 2.29% | 213,988 | 增持 |
| 9 | QEFA | SPDR INDEX SHS FDS | $6.6M | 1.79% | 104,091 | 增持 |
| 10 | QUAL | ISHARES TR | $3.7M | 1.00% | 39,625 | 增持 |
| 11 | BND | VANGUARD BD INDEX FD INC | $3.6M | 0.99% | 42,949 | 增持 |
| 12 | VIG | VANGUARD GROUP | $3.2M | 0.88% | 27,111 | 增持 |
| 13 | ITM | VANECK VECTORS ETF TR | $3.1M | 0.85% | 61,727 | 增持 |
| 14 | GSLC | GOLDMAN SACHS ETF TR | $3.0M | 0.82% | 50,157 | 增持 |
| 15 | MTUM | ISHARES TR | $2.8M | 0.77% | 23,616 | 增持 |
| 16 | JNJ | JOHNSON & JOHNSON | $2.5M | 0.69% | 19,700 | 减持 |
| 17 | FNDA | SCHWAB STRATEGIC TR | $2.2M | 0.59% | 57,067 | 增持 |
| 18 | JPEM | JP MORGAN EXCHANGE TRADED FD | $2.1M | 0.58% | 40,052 | 增持 |
| 19 | VLUE | ISHARES TR | $1.9M | 0.52% | 23,194 | 增持 |
| 20 | AAPL | APPLE INC | $1.8M | 0.50% | 8,407 | 减持 |
| 21 | EFAV | ISHARES TR | $1.6M | 0.43% | 21,528 | 增持 |
| 22 | ISTB | ISHARES TR | $1.4M | 0.39% | 28,447 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.38% | 12,059 | 减持 |
| 24 | HDV | ISHARES TR | $1.4M | 0.37% | 14,431 | 持平 |
| 25 | XOM | EXXON MOBIL CORP | $1.3M | 0.37% | 18,927 | 减持 |
来源:SEC 13F 申报文件 · 截至 2019-09-30
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