Appropriate Balance Financial Services Inc. 13F 持仓 · 最近申报 2017年Q3
Appropriate Balance Financial Services 在 2017年Q3（报告期截至 2017-09-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 201.30 万美元。前几大持仓：XLF（23.24%）、IJR（11.94%）、QQQ（9.98%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLF | SELECT SECTOR SPDR TR | $467,855 | 23.24% | 12,098 | 增持 |
| 2 | IJR | ISHARES TR | $240,454 | 11.94% | 17,846 | 增持 |
| 3 | QQQ | POWERSHARES QQQ TRUST | $200,834 | 9.98% | 29,211 | 增持 |
| 4 | VEA | VANGUARD TAX MANAGED INTL FD | $169,456 | 8.42% | 7,356 | 增持 |
| 5 | XLI | SELECT SECTOR SPDR TR | $164,949 | 8.19% | 11,711 | 增持 |
| 6 | IVE | ISHARES TR | $115,470 | 5.74% | 12,460 | 增持 |
| 7 | XLK | SELECT SECTOR SPDR TR | $114,260 | 5.68% | 6,752 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $106,047 | 5.27% | 10,585 | 增持 |
| 9 | SPY | SPDR S&P 500 ETF TR | $95,227 | 4.73% | 23,923 | 增持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $87,227 | 4.33% | 3,800 | 增持 |
| 11 | MDY | SPDR S&P MIDCAP 400 ETF TR | $71,273 | 3.54% | 23,258 | 增持 |
| 12 | VO | VANGUARD INDEX FDS | $39,691 | 1.97% | 5,834 | 增持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $31,256 | 1.55% | 1,876 | 增持 |
| 14 | VUG | VANGUARD INDEX FDS | $22,871 | 1.14% | 3,036 | 增持 |
| 15 | SBUX | STARBUCKS CORP | $15,137 | 0.75% | 812 | 减持 |
| 16 | RWJ | OPPENHEIMER REV WEIGHTED ETF | $12,546 | 0.62% | 859 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $10,789 | 0.54% | 803 | 增持 |
| 18 | META | FACEBOOK INC | $7,695 | 0.38% | 1,314 | 增持 |
| 19 | CRM | SALESFORCE COM INC | $6,019 | 0.30% | 562 | 增持 |
| 20 | IVV | ISHARES TR | $6,108 | 0.30% | 1,544 | 增持 |
| 21 | SHOP | SHOPIFY INC | $5,611 | 0.28% | 653 | 新建仓 |
| 22 | BABA | ALIBABA GROUP HLDG LTD | $4,951 | 0.25% | 855 | 增持 |
| 23 | NFLX | NETFLIX INC | $5,050 | 0.25% | 915 | 增持 |
| 24 | DIS | DISNEY WALT CO | $4,479 | 0.22% | 441 | 减持 |
| 25 | TSLA | TESLA MTRS INC | $2,223 | 0.11% | 758 | 减持 |
来源：SEC 13F 申报文件 · 截至 2017-09-30
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