Guidant Wealth Advisors 13F 持仓 · 最近申报 2019年Q3
Guidant Wealth Advisors 在 2019年Q3(报告期截至 2019-09-30)的 SEC 13F 申报中报告了 256 只证券,申报市值合计 2.69 亿美元。前几大持仓:VWO(7.22%)、VEA(6.81%)、BNDX(5.04%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | $19.4M | 7.22% | 482,822 | 增持 |
| 2 | VEA | VANGUARD TAX MANAGED INTL FD | $18.3M | 6.81% | 446,164 | 增持 |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | $13.6M | 5.04% | 230,400 | 增持 |
| 4 | IBDL | ISHARES TR | $9.6M | 3.55% | 376,424 | 增持 |
| 5 | VBK | VANGUARD INDEX FDS | $8.9M | 3.31% | 48,932 | 增持 |
| 6 | VOT | VANGUARD INDEX FDS | $8.8M | 3.29% | 59,722 | 增持 |
| 7 | SCHG | SCHWAB STRATEGIC TR | $8.8M | 3.28% | 105,127 | 增持 |
| 8 | TIP | ISHARES TR | $8.7M | 3.25% | 75,177 | 增持 |
| 9 | IBDM | ISHARES TR | $8.3M | 3.07% | 330,545 | 增持 |
| 10 | IBDO | ISHARES TR | $8.0M | 2.98% | 313,545 | 增持 |
| 11 | VOE | VANGUARD INDEX FDS | $7.8M | 2.89% | 68,825 | 增持 |
| 12 | DJCI | UBS AG JERSEY BRH | $7.5M | 2.80% | 518,634 | 减持 |
| 13 | VBR | VANGUARD INDEX FDS | $7.3M | 2.71% | 56,523 | 增持 |
| 14 | VXF | VANGUARD INDEX FDS | $6.1M | 2.28% | 52,773 | 减持 |
| 15 | SCHV | SCHWAB STRATEGIC TR | $6.0M | 2.24% | 106,093 | 增持 |
| 16 | IBDK | ISHARES TR | $5.9M | 2.19% | 237,267 | 减持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.7M | 2.11% | 27,317 | 增持 |
| 18 | IBDN | ISHARES TR | $4.9M | 1.81% | 192,206 | 增持 |
| 19 | IVW | ISHARES TR | $4.6M | 1.73% | 25,791 | 减持 |
| 20 | VOO | VANGUARD INDEX FDS | $4.6M | 1.70% | 16,764 | 减持 |
| 21 | IBDP | ISHARES TR | $4.1M | 1.54% | 160,975 | 增持 |
| 22 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.52% | 69,953 | 增持 |
| 23 | VNQ | VANGUARD INDEX FDS | $3.8M | 1.42% | 41,023 | 增持 |
| 24 | EFA | ISHARES TR | $3.7M | 1.36% | 56,045 | 增持 |
| 25 | IWO | ISHARES TR | $3.3M | 1.23% | 17,230 | 减持 |
来源:SEC 13F 申报文件 · 截至 2019-09-30
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