Edelman Financial Services, LLC 13F 持仓 · 最近申报 2018年Q3
Edelman Financial Services 在 2018年Q3(报告期截至 2018-09-30)的 SEC 13F 申报中报告了 29 只证券,申报市值合计 109.92 亿美元。前几大持仓:VUG(26.12%)、IWD(20.55%)、XT(14.77%)。本季前 25 大持仓中:增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $2.87B | 26.12% | 17.8M | 减持 |
| 2 | IWD | ISHARES TR | $2.26B | 20.55% | 17.8M | 增持 |
| 3 | XT | ISHARES TR | $1.62B | 14.77% | 41.9M | 增持 |
| 4 | LQD | ISHARES TR | $1.00B | 9.14% | 8.7M | 增持 |
| 5 | IJH | ISHARES TR | $833.5M | 7.58% | 4.1M | 增持 |
| 6 | NANR | SPDR INDEX SHS FDS | $685.9M | 6.24% | 20.0M | 增持 |
| 7 | VNQ | VANGUARD INDEX FDS | $432.4M | 3.93% | 5.4M | 减持 |
| 8 | IEI | ISHARES TR | $239.9M | 2.18% | 2.0M | 增持 |
| 9 | IJJ | ISHARES TR | $166.6M | 1.52% | 995,869 | 增持 |
| 10 | LVHD | LEGG MASON ETF INVESTMENT TR | $141.3M | 1.29% | 4.6M | 减持 |
| 11 | IWO | ISHARES TR | $140.0M | 1.27% | 651,011 | 增持 |
| 12 | EFA | ISHARES TR | $135.7M | 1.23% | 2.0M | 增持 |
| 13 | IJK | ISHARES TR | $118.6M | 1.08% | 509,224 | 增持 |
| 14 | SPHD | INVESCO EXCHNG TRADED FD TR | $110.6M | 1.01% | 2.7M | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $87.5M | 0.80% | 584,453 | 减持 |
| 16 | BND | VANGUARD BD INDEX FD INC | $55.8M | 0.51% | 708,843 | 增持 |
| 17 | EFAV | ISHARES TR | $56.2M | 0.51% | 772,275 | 减持 |
| 18 | ARKQ | ARK ETF TR | $4.6M | 0.04% | 128,589 | 减持 |
| 19 | BOTZ | GLOBAL X FDS | $3.4M | 0.03% | 150,601 | 增持 |
| 20 | HACK | ETF MANAGERS TR | $3.6M | 0.03% | 89,542 | 减持 |
| 21 | IPAY | ETF MANAGERS TR | $3.7M | 0.03% | 86,436 | 减持 |
| 22 | MUB | ISHARES TR | $2.8M | 0.03% | 26,134 | 减持 |
| 23 | ARKG | ARK ETF TR | $2.3M | 0.02% | 70,189 | 减持 |
| 24 | FITE | SPDR SER TR | $2.3M | 0.02% | 65,154 | 减持 |
| 25 | HAIL | SPDR SER TR | $2.3M | 0.02% | 74,742 | 持平 |
来源:SEC 13F 申报文件 · 截至 2018-09-30
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