Planning Solutions Group LLC 13F 持仓 · 最近申报 2019年Q2
Planning Solutions Group 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 1.94 亿美元。前几大持仓：IVV（12.88%）、IEFA（7.22%）、IEMG（6.73%）。本季前 25 大持仓中：增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.0M | 12.88% | 84,867 | 增持 |
| 2 | IEFA | ISHARES TR | $14.0M | 7.22% | 228,452 | 减持 |
| 3 | IEMG | ISHARES INC | $13.1M | 6.73% | 254,118 | 增持 |
| 4 | SPEM | SPDR INDEX SHS FDS | $8.5M | 4.40% | 238,633 | 减持 |
| 5 | VYM | VANGUARD WHITEHALL FDS INC | $7.8M | 3.99% | 88,738 | 增持 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $7.0M | 3.61% | 137,625 | 增持 |
| 7 | AOM | ISHARES TR | $6.6M | 3.38% | 168,077 | 减持 |
| 8 | EFAV | ISHARES TR | $5.8M | 2.98% | 79,696 | 减持 |
| 9 | AAPL | APPLE INC | $4.1M | 2.11% | 20,700 | 减持 |
| 10 | TFC | BB&T CORP | $3.9M | 2.01% | 79,474 | 增持 |
| 11 | EEM | ISHARES TR | $3.6M | 1.84% | 83,135 | 减持 |
| 12 | FPE | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.67% | 166,995 | 减持 |
| 13 | LGIH | LGI HOMES INC | $3.1M | 1.60% | 43,502 | 持平 |
| 14 | IJR | ISHARES TR | $3.0M | 1.56% | 38,769 | 增持 |
| 15 | SPDW | SPDR INDEX SHS FDS | $2.8M | 1.42% | 92,979 | 减持 |
| 16 | PEP | PEPSICO INC | $2.7M | 1.39% | 20,578 | 减持 |
| 17 | ITOT | ISHARES TR | $2.6M | 1.33% | 38,856 | 减持 |
| 18 | QQQ | INVESCO QQQ TR | $2.4M | 1.21% | 12,625 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.20% | 16,754 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $2.1M | 1.06% | 15,432 | 减持 |
| 21 | CL | COLGATE PALMOLIVE CO | $2.0M | 1.05% | 28,402 | 持平 |
| 22 | PDI | PIMCO DYNAMIC INCOME FD | $1.9M | 0.99% | 59,951 | 增持 |
| 23 | SPY | SPDR S&P 500 ETF TR | $1.9M | 0.99% | 6,543 | 减持 |
| 24 | AMZN | AMAZON COM INC | $1.8M | 0.94% | 965 | 增持 |
| 25 | FBT | FIRST TR EXCHANGE TRADED FD | $1.8M | 0.93% | 12,877 | 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