Ken Stern & Associates, Inc. 13F 持仓 · 最近申报 2018年Q3
Ken Stern & Associates 在 2018年Q3（报告期截至 2018-09-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 2.30 亿美元。前几大持仓：ESS（17.96%）、IWO（5.73%）、VEA（4.93%）。本季前 25 大持仓中：新建仓 3 只、增持 8 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ESS | ESSEX PPTY TR INC | $41.3M | 17.96% | 167,307 | 减持 |
| 2 | IWO | ISHARES TR | $13.2M | 5.73% | 61,198 | 减持 |
| 3 | VEA | VANGUARD TAX MANAGED INTL FD | $11.3M | 4.93% | 261,763 | 增持 |
| 4 | BND | VANGUARD BD INDEX FD INC | $10.6M | 4.63% | 135,080 | 增持 |
| 5 | SHV | ISHARES TR | $9.9M | 4.31% | 89,641 | 增持 |
| 6 | IEF | ISHARES TR | $9.8M | 4.26% | 96,680 | 增持 |
| 7 | VGT | VANGUARD WORLD FDS | $9.6M | 4.16% | 47,209 | 减持 |
| 8 | XLY | SELECT SECTOR SPDR TR | $8.6M | 3.75% | 73,580 | 减持 |
| 9 | MTUM | ISHARES TR | $7.7M | 3.34% | 64,427 | 减持 |
| 10 | ITA | ISHARES TR | $7.2M | 3.16% | 33,498 | 新建仓 |
| 11 | FDN | FIRST TR EXCHANGE TRADED FD | $7.2M | 3.12% | 50,675 | 减持 |
| 12 | VTV | VANGUARD INDEX FDS | $6.2M | 2.71% | 56,260 | 减持 |
| 13 | SPY | SPDR S&P 500 ETF TR | $5.6M | 2.46% | 19,412 | 增持 |
| 14 | XLV | SELECT SECTOR SPDR TR | $4.5M | 1.94% | 46,965 | 减持 |
| 15 | XLI | SELECT SECTOR SPDR TR | $4.1M | 1.78% | 52,272 | 减持 |
| 16 | XLF | SELECT SECTOR SPDR TR | $4.1M | 1.77% | 147,723 | 减持 |
| 17 | XLE | SELECT SECTOR SPDR TR | $3.8M | 1.65% | 50,019 | 新建仓 |
| 18 | IHI | ISHARES TR | $3.4M | 1.46% | 14,730 | 减持 |
| 19 | IHF | ISHARES TR | $3.0M | 1.29% | 14,837 | 新建仓 |
| 20 | AAPL | APPLE INC | $2.7M | 1.18% | 12,004 | 增持 |
| 21 | DIVY | REALITY SHS ETF TR | $1.5M | 0.67% | 56,282 | 减持 |
| 22 | AMZN | AMAZON COM INC | $1.4M | 0.63% | 724 | 持平 |
| 23 | GSLC | GOLDMAN SACHS ETF TR | $1.4M | 0.61% | 23,926 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $1.4M | 0.61% | 10,157 | 增持 |
| 25 | GOOGL | ALPHABET INC | $1.1M | 0.48% | 911 | 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