Marcuard Family Office Ltd 13F 持仓 · 最近申报 2014年Q3
Marcuard Family Office 在 2014年Q3（报告期截至 2014-09-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 4,650.20 万美元。前几大持仓：SPY（30.55%）、IVV（19.19%）、AGG（6.61%）。本季前 25 大持仓中：新建仓 4 只、增持 3 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $14.2M | 30.55% | 72,921 | 增持 |
| 2 | IVV | ISHARES TR | $8.9M | 19.19% | 45,000 | 增持 |
| 3 | AGG | ISHARES TR | $3.1M | 6.61% | 28,230 | 新建仓 |
| 4 | VPL | VANGUARD INTL EQUITY INDEX F | $3.0M | 6.55% | 49,796 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $2.4M | 5.23% | 24,180 | 减持 |
| 6 | QQQ | POWERSHARES QQQ TRUST | $1.4M | 3.06% | 12,900 | 持平 |
| 7 | IGSB | ISHARES | $1.3M | 2.90% | 12,800 | 减持 |
| 8 | CGW | CLAYMORE EXCHANGE TRD FR TR | $1.2M | 2.63% | 41,200 | 持平 |
| 9 | IWM | ISHARES TR | $1.2M | 2.50% | 9,500 | 持平 |
| 10 | TIP | ISHARES TR | $1.1M | 2.47% | 10,250 | 减持 |
| 11 | EWJ | ISHARES | $1.1M | 2.34% | 92,400 | 减持 |
| 12 | VGK | VANGUARD INTL EQUITY INDEX F | $1.0M | 2.17% | 18,200 | 持平 |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $828,000 | 1.78% | 4 | 持平 |
| 14 | EWZ | ISHARES | $782,000 | 1.68% | 18,000 | 持平 |
| 15 | IEV | ISHARES TR | $774,000 | 1.66% | 16,000 | 持平 |
| 16 | EWA | ISHARES | $718,000 | 1.54% | 30,000 | 新建仓 |
| 17 | DXJ | WISDOMTREE TR | $523,000 | 1.12% | 10,000 | 持平 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $483,000 | 1.04% | 3,500 | 持平 |
| 19 | EWL | ISHARES | $466,000 | 1.00% | 15,000 | 持平 |
| 20 | EEB | CLAYMORE EXCHANGE TRD FR TR | $419,000 | 0.90% | 11,000 | 持平 |
| 21 | AAPL | APPLE INC | $351,000 | 0.75% | 3,850 | 持平 |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $315,000 | 0.68% | 6,050 | 新建仓 |
| 23 | EEM | ISHARES TR | $279,000 | 0.60% | 6,000 | 新建仓 |
| 24 | SPLV | POWERSHARES ETF TR II | $245,000 | 0.53% | 7,000 | 持平 |
| 25 | MOO | MARKET VECTORS ETF TR | $236,000 | 0.51% | 4,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2014-09-30
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