Compass Efficient Model Portfolios, LLC 13F 持仓 · 最近申报 2013年Q4
Compass Efficient Model Portfolios 在 2013年Q4（报告期截至 2013-12-31）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 265.40 万美元。前几大持仓：IBM（6.29%）、AGG（4.94%）、CVY（3.96%）。本季前 25 大持仓中：新建仓 5 只、增持 8 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBM | INTERNATIONAL BUSINESS MACHS | $167,000 | 6.29% | 889 | 新建仓 |
| 2 | AGG | ISHARES | $131,000 | 4.94% | 1,231 | 减持 |
| 3 | CVY | CLAYMORE EXCHANGE TRD FD TR | $105,000 | 3.96% | 4,236 | 增持 |
| 4 | MRK | MERCK & CO INC NEW | $98,000 | 3.69% | 1,953 | 增持 |
| 5 | CBRL | CRACKER BARREL OLD CTRY STOR | $91,000 | 3.43% | 830 | 新建仓 |
| 6 | WMT | WAL-MART STORES INC | $89,000 | 3.35% | 1,132 | 增持 |
| 7 | PRF | POWERSHARES ETF TRUST | $73,000 | 2.75% | 874 | 减持 |
| 8 | PGX | POWERSHARES GLOBAL ETF TRUST | $72,000 | 2.71% | 5,363 | 增持 |
| 9 | HR | HEALTHCARE TR AMER INC | $62,000 | 2.34% | 6,296 | 增持 |
| 10 | KYE | KAYNE ANDERSON ENRGY TTL RT | $61,000 | 2.30% | 2,240 | 持平 |
| 11 | SPGM | SPDR INDEX SHS FDS | $61,000 | 2.30% | 1,001 | 持平 |
| 12 | F | FORD MTR CO DEL | $56,000 | 2.11% | 3,645 | 增持 |
| 13 | PWC | POWERSHARES ETF TRUST | $51,000 | 1.92% | 754 | 持平 |
| 14 | HD | HOME DEPOT INC | $49,000 | 1.85% | 600 | 新建仓 |
| 15 | IEI | ISHARES | $48,000 | 1.81% | 398 | 减持 |
| 16 | IGIB | ISHARES | $47,000 | 1.77% | 438 | 减持 |
| 17 | HEQ | JOHN HANCOCK HDG EQ & INC FD | $43,000 | 1.62% | 2,500 | 持平 |
| 18 | ICF | ISHARES | $40,000 | 1.51% | 539 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $40,000 | 1.51% | 1,077 | 增持 |
| 20 | SPY | SPDR S&P 500 ETF TR | $40,000 | 1.51% | 218 | 减持 |
| 21 | DWM | WISDOMTREE TR | $39,000 | 1.47% | 713 | 减持 |
| 22 | GGN | GAMCO GLOBAL GOLD NAT RES & | $36,000 | 1.36% | 3,980 | 减持 |
| 23 | KO | COCA COLA CO | $34,000 | 1.28% | 820 | 新建仓 |
| 24 | BMY | BRISTOL MYERS SQUIBB CO | $33,000 | 1.24% | 624 | 新建仓 |
| 25 | SPLV | POWERSHARES ETF TR II | $32,000 | 1.21% | 975 | 持平 |
来源：SEC 13F 申报文件 · 截至 2013-12-31
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