Simply Money Advisors 13F 持仓 · 最近申报 2018年Q1
Simply Money Advisors 在 2018年Q1(报告期截至 2018-03-31)的 SEC 13F 申报中报告了 34 只证券,申报市值合计 7.11 亿美元。前几大持仓:IVV(17.74%)、SPIB(10.61%)、GSLC(9.10%)。本季前 25 大持仓中:新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $126.1M | 17.74% | 475,092 | 减持 |
| 2 | SPIB | SPDR SERIES TRUST | $75.4M | 10.61% | 2.2M | 新建仓 |
| 3 | GSLC | GOLDMAN SACHS ETF TR | $64.7M | 9.10% | 1.2M | 增持 |
| 4 | AGG | ISHARES TR | $55.3M | 7.78% | 515,946 | 减持 |
| 5 | JPIN | JP MORGAN EXCHANGE TRADED FD | $44.5M | 6.26% | 748,315 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $43.0M | 6.04% | 302,733 | 增持 |
| 7 | SPY | SPDR S&P 500 ETF TR | $33.9M | 4.77% | 128,880 | 减持 |
| 8 | IEI | ISHARES TR | $27.9M | 3.93% | 231,426 | 减持 |
| 9 | IUSV | ISHARES TR | $24.3M | 3.42% | 457,047 | 减持 |
| 10 | PFF | ISHARES TR | $24.0M | 3.38% | 639,079 | 增持 |
| 11 | IEMG | ISHARES INC | $22.0M | 3.10% | 377,229 | 增持 |
| 12 | VGK | VANGUARD INTL EQUITY INDEX F | $21.6M | 3.03% | 370,696 | 增持 |
| 13 | VB | VANGUARD INDEX FDS | $20.0M | 2.82% | 136,433 | 减持 |
| 14 | IJH | ISHARES TR | $19.8M | 2.79% | 105,719 | 减持 |
| 15 | PRF | POWERSHARES ETF TRUST | $18.6M | 2.61% | 168,651 | 减持 |
| 16 | FV | FIRST TR EXCHANGE TRADED FD | $15.8M | 2.22% | 549,278 | 减持 |
| 17 | MUB | ISHARES TR | $15.2M | 2.14% | 139,317 | 减持 |
| 18 | LQD | ISHARES TR | $14.8M | 2.08% | 126,098 | 减持 |
| 19 | VGT | VANGUARD WORLD FDS | $11.7M | 1.64% | 68,173 | 减持 |
| 20 | SDY | SPDR SERIES TRUST | $6.7M | 0.94% | 73,008 | 减持 |
| 21 | HDV | ISHARES TR | $6.6M | 0.92% | 77,597 | 减持 |
| 22 | MDY | SPDR S&P MIDCAP 400 ETF TR | $5.3M | 0.75% | 15,525 | 减持 |
| 23 | IWV | ISHARES TR | $3.9M | 0.55% | 25,226 | 增持 |
| 24 | ANGL | VANECK VECTORS ETF TR | $2.6M | 0.36% | 89,271 | 减持 |
| 25 | SDOG | ALPS ETF TR | $2.2M | 0.32% | 51,436 | 减持 |
来源:SEC 13F 申报文件 · 截至 2018-03-31
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