Madison Scottsdale, LC 13F 持仓 · 最近申报 2013年Q4
Madison Scottsdale, LC 在 2013年Q4（报告期截至 2013-12-31）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 1.09 亿美元。前几大持仓：SPY（29.41%）、IJR（23.49%）、IJH（21.93%）。本季前 25 大持仓中：新建仓 2 只、增持 5 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $32.1M | 29.41% | 173,708 | 增持 |
| 2 | IJR | ISHARES CORE S&P SMALL-CAP E | $25.6M | 23.49% | 234,634 | 增持 |
| 3 | IJH | ISHARES CORE S&P MIDCAP ETF | $23.9M | 21.93% | 178,756 | 增持 |
| 4 | SDY | SPDR S&P DIVIDEND ETF | $18.9M | 17.33% | 260,319 | 增持 |
| 5 | VEU | VANGUARD FTSE ALL-WORLD EX-U | $3.7M | 3.36% | 72,294 | 增持 |
| 6 | VOO | VANGUARD S&P 500 ETF | $1.6M | 1.49% | 9,600 | 新建仓 |
| 7 | PRF | POWERSHARES FTSE RAFI US 1K | $1.1M | 0.97% | 12,751 | 持平 |
| 8 | IWS | ISHARES RUSSELL MID-CAP VALU | $495,000 | 0.45% | 7,539 | 持平 |
| 9 | EFA | ISHARES MSCI EAFE ETF | $272,000 | 0.25% | 4,062 | 持平 |
| 10 | T | AT&T INC | $229,000 | 0.21% | 6,500 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $183,000 | 0.17% | 2,000 | 减持 |
| 12 | XOM | EXXON MOBIL CORP | $152,000 | 0.14% | 1,500 | 持平 |
| 13 | MMM | 3M CO | $140,000 | 0.13% | 1,000 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC-CL B | $89,000 | 0.08% | 750 | 持平 |
| 15 | KO | COCA-COLA CO/THE | $83,000 | 0.08% | 2,000 | 持平 |
| 16 | PFE | PFIZER INC | $92,000 | 0.08% | 3,000 | 持平 |
| 17 | SLB | SCHLUMBERGER LTD | $90,000 | 0.08% | 1,000 | 持平 |
| 18 | WFC | WELLS FARGO & CO | $91,000 | 0.08% | 2,000 | 减持 |
| 19 | GE | GENERAL ELECTRIC CO | $70,000 | 0.06% | 2,500 | 减持 |
| 20 | EWU | ISHARES MSCI UNITED KINGDOM | $52,000 | 0.05% | 2,500 | 新建仓 |
| 21 | MSFT | MICROSOFT CORP | $56,000 | 0.05% | 1,500 | 减持 |
| 22 | TWX | TIME WARNER INC | $58,000 | 0.05% | 833 | 持平 |
| 23 | INTC | INTEL CORP | $39,000 | 0.04% | 1,500 | 减持 |
| 24 | VWO | VANGUARD FTSE EMERGING MARKE | $15,000 | 0.01% | 375 | 持平 |
| 25 | GDF SUEZ-SPON ADR | $1,000 | 0.00% | 40 | 持平 |
来源：SEC 13F 申报文件 · 截至 2013-12-31
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