Personal Financial Consultants Inc 13F 持仓 · 最近申报 2019年Q2
Personal Financial Consultants 在 2019年Q2(报告期截至 2019-06-30)的 SEC 13F 申报中报告了 19 只证券,申报市值合计 1.33 亿美元。前几大持仓:VTI(21.50%)、VEU(15.52%)、VNQ(9.15%)。本季前 25 大持仓中:增持 14 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $28.6M | 21.50% | 190,837 | 增持 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | $20.7M | 15.52% | 405,332 | 增持 |
| 3 | VNQ | VANGUARD INDEX FDS REAL ESTATE | $12.2M | 9.15% | 139,468 | 减持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | $10.7M | 8.01% | 250,818 | 增持 |
| 5 | BND | VANGUARD BD INDEX FD INC TOTAL BND MRKT | $10.6M | 7.93% | 127,078 | 增持 |
| 6 | XT | ISHARES TR EXPONENTIAL TECH | $10.5M | 7.92% | 273,446 | 增持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS INTL BD IDX | $8.2M | 6.17% | 143,403 | 增持 |
| 8 | VB | VANGUARD INDEX FDS SMALL CP | $8.1M | 6.05% | 51,467 | 减持 |
| 9 | EMB | ISHARES TR JPMORGAN USD EMG | $7.5M | 5.60% | 65,835 | 增持 |
| 10 | FM | ISHARES INC MSCI FRNTR100ETF | $6.6M | 4.96% | 222,843 | 增持 |
| 11 | VXF | VANGUARD INDEX FDS EXTEND MKT | $1.8M | 1.36% | 15,261 | 减持 |
| 12 | VIG | VANGUARD GROUP DIV APP | $1.7M | 1.28% | 14,785 | 增持 |
| 13 | VT | VANGUARD INTL EQUITY INDEX F TT WRLD ST | $1.6M | 1.17% | 20,656 | 减持 |
| 14 | CMF | ISHARES TR CALIF MUN BD | $906,000 | 0.68% | 14,949 | 减持 |
| 15 | IUSV | ISHARES TR CORE S&P US VLU | $880,000 | 0.66% | 15,539 | 增持 |
| 16 | SPTM | SPDR SERIES TRUST PORTFOLIO TL STK | $778,000 | 0.58% | 21,352 | 增持 |
| 17 | EEM | ISHARES TR MSCI EMG MKT | $738,000 | 0.55% | 17,191 | 增持 |
| 18 | GNMA | ISHARES TR GNMA BOND | $624,000 | 0.47% | 12,446 | 增持 |
| 19 | IWR | ISHARES TR RUS MID CAP | $594,000 | 0.45% | 10,640 | 增持 |
来源:SEC 13F 申报文件 · 截至 2019-06-30
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