FormulaFolio Investments, LLC 13F 持仓 · 最近申报 2021年Q2
FormulaFolio Investments 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 495 只证券，申报市值合计 2.99 亿美元。前几大持仓：FFTI（10.30%）、HYLB（9.40%）、SCHM（6.41%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FFTI | NORTHERN LIGHTS FUND TRUST IV FRMLAFOLIOS TATL ETF | $30.8M | 10.30% | 1.3M | 减持 |
| 2 | HYLB | DBX ETF TRUST XTRACK USD HIGH ETF | $28.2M | 9.40% | 698,581 | 减持 |
| 3 | SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $19.2M | 6.41% | 245,102 | 减持 |
| 4 | SPYM | SPDR SERIES TRUST PORTFOLIO S&P 500 ETF | $16.5M | 5.51% | 328,055 | 减持 |
| 5 | BND | VANGUARD TOTAL BND MRKT ETF | $15.0M | 5.00% | 174,218 | 减持 |
| 6 | SPYG | SPDR SERIES TRUST PRTFLO S&P500 GW ETF | $11.3M | 3.79% | 180,058 | 减持 |
| 7 | IJR | ISHARES TRUST CORE S&P SCP ETF | $10.6M | 3.55% | 94,147 | 减持 |
| 8 | IGIB | ISHARES TRUST 5-10 YEAR INVESTMENT GRADE | $9.3M | 3.09% | 152,996 | 减持 |
| 9 | VCSH | VANGUARD SHRT TRM CORP BD ETF | $8.7M | 2.92% | 105,645 | 增持 |
| 10 | SPDW | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF | $8.1M | 2.70% | 219,610 | 减持 |
| 11 | SPEM | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF | $6.9M | 2.29% | 150,794 | 减持 |
| 12 | SPTM | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | $6.6M | 2.22% | 125,271 | 减持 |
| 13 | FFTG | NORTHERN LIGHTS FUND TRUST IV FRMLAFLIO TACT ETF | $6.3M | 2.09% | 206,990 | 减持 |
| 14 | IXUS | ISHARES TRUST CORE MSCI TOTAL ETF | $6.1M | 2.05% | 83,595 | 减持 |
| 15 | FFHG | NORTHERN LIGHTS FUND TRUST IV FORMULA FOLIOS ETF | $5.9M | 1.96% | 164,925 | 减持 |
| 16 | SGOL | ABERDEEN STANDARD GOLD ETF TRU PHYSCL GOLD SHS ETF | $4.9M | 1.64% | 289,583 | 减持 |
| 17 | FFSG | NORTHERN LIGHTS FUND TRUST IV FRMLAFLIO SMRT ETF | $4.8M | 1.61% | 134,153 | 减持 |
| 18 | FREL | FIDELITY COVINGTON TRUST MSCI RL EST ETF | $4.5M | 1.51% | 148,644 | 减持 |
| 19 | PFFD | GLOBAL X FDS US PFD ETF | $4.1M | 1.37% | 156,345 | 增持 |
| 20 | VBR | VANGUARD SM CP VAL ETF | $3.8M | 1.26% | 21,731 | 减持 |
| 21 | SPTS | SPDR SERIES TRUST PORTFOLIO SH TSR ETF | $3.7M | 1.25% | 122,222 | 增持 |
| 22 | FMAT | FIDELITY COVINGTON TRUST MSCI MATLS INDEX ETF | $3.6M | 1.19% | 77,343 | 减持 |
| 23 | FDIS | FIDELITY COVINGTON TRUST MSCI CONSM DIS ETF | $3.5M | 1.16% | 42,908 | 减持 |
| 24 | FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I ETF | $3.5M | 1.16% | 29,512 | 减持 |
| 25 | FUTY | FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF | $3.4M | 1.13% | 82,691 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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