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Founders Bank & Trust 13F 持仓 · 最近申报 2014年Q4

Founders Bank & Trust 在 2014年Q4(报告期截至 2014-12-31)的 SEC 13F 申报中报告了 361 只证券,申报市值合计 1.90 亿美元。前几大持仓:IVV(11.41%)、MINT(8.82%)、VYM(5.12%)。本季前 25 大持仓中:增持 9 只、减持 16 只。

排名代码公司市值占组合股数变动
1IVViShares S&P 500 ETF$21.7M11.41%104,920减持
2MINTPIMCO Enhanced Short Maturity Active ETF$16.8M8.82%166,067增持
3VYMVanguard High Dividend Yield$9.7M5.12%141,716减持
4SPYSPDR S&P 500 ETF$9.7M5.11%47,337减持
5VIGVanguard Dividend Apprec$9.7M5.11%119,882减持
6VEUVanguard Intl Equity Index Allworld Ex US$9.3M4.91%199,254减持
7IWDiShares Russell 1000 Value ETF$9.2M4.84%88,160减持
8IGSBiShares 1-3 Yr Credit Bond$9.2M4.81%87,035增持
9DWXSPDR S&P International Div$6.3M3.32%150,287减持
10VEAVanguard ETF FTSE Developed Markets$3.9M2.05%103,129增持
11VCSHVanguard Short-Term Corp Bond Index Fund$3.7M1.96%46,860增持
12FDLFT Morningstar Dividend Leaders$3.2M1.69%134,512增持
13HDViShares Core High Dividend ETF$3.1M1.63%40,533增持
14DVYiShares DJ Select Dividend$2.7M1.44%34,580增持
15PEPPepsico Inc Com$2.5M1.33%26,841增持
16JNJJohnson & Johnson Com$2.4M1.25%22,719减持
17IGIBiShares Intermediate Credit$2.0M1.07%18,557减持
18AIVIWisdomtree International Divex-Financials$2.0M1.04%46,168减持
19HDHome Depot Inc Com$1.9M0.98%17,810减持
20MSFTMicrosoft Corporation Com$1.5M0.80%32,693减持
21PFEPfizer Inc Com$1.5M0.79%48,258减持
22PAYXPaychex Incorporated Com$1.5M0.78%32,174减持
23PGProcter & Gamble Co Com$1.5M0.78%16,212增持
24GEGeneral Electric Co Com$1.3M0.68%51,027减持
25KOCoca Cola Co Com$1.2M0.64%28,841减持

来源:SEC 13F 申报文件 · 截至 2014-12-31

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