Watermark Asset Management, Inc. 13F 持仓 · 最近申报 2018年Q4

Watermark Asset Management 在 2018年Q4（报告期截至 2018-12-31）的 SEC 13F 申报中报告了 293 只证券，申报市值合计 2.16 亿美元。前几大持仓：IVV（18.50%）、AGG（14.94%）、VEA（7.85%）。本季前 25 大持仓中：增持 14 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES S&P 500 INDEX	$39.9M	18.50%	158,507	减持
2	AGG	ISHARES AGGREGATE BOND ETF	$32.2M	14.94%	302,454	减持
3	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$16.9M	7.85%	456,018	减持
4	IJH	ISHARES CORE S&P MID CAP ETF	$12.5M	5.79%	75,138	减持
5	SCHB	SCHWAB ETFS- US BROAD MARKET ETF	$11.5M	5.31%	191,181	减持
6	IJR	ISHARES S&P SMALLCAP 600 ETF	$8.9M	4.13%	128,390	增持
7	VWO	VANGUARD FTSE EMERGING MARKETS ETF	$7.7M	3.56%	201,529	减持
8	SCHZ	SCHWAB US AGGREGATE BOND ETF	$6.9M	3.22%	137,080	减持
9	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	$5.3M	2.45%	186,367	增持
10	VTI	VANGUARD TOTAL STK MKT	$5.3M	2.45%	41,396	增持
11	VEU	VANGUARD FTSE ALL-WORLD EX-US	$4.7M	2.18%	103,280	增持
12	SPTM	SPDR PORTFOLIO TOTAL STOCK MARKET ETF	$4.3M	2.00%	139,447	增持
13	SCHX	SCHWAB STRATEGIC TR US LRG CAP ETF	$4.0M	1.86%	67,176	减持
14	NEAR	ISHARES SHORT MATURITY BOND ETF	$4.0M	1.85%	80,095	增持
15	SPSB	SPDR BARCLAYS CAPITAL SHORT TERM CORP BD	$3.6M	1.68%	119,967	增持
16	VYM	VANGUARD HIGH DIVIDEND YIELD	$3.5M	1.62%	44,671	减持
17	IYY	ISHARES TR DOW JONES U S TOTAL MKT INDEX	$3.4M	1.56%	26,942	增持
18	LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	$3.3M	1.55%	29,648	减持
19	SPAB	SPDR PORTFOLIO AGGREGATE BOND ETF	$3.0M	1.39%	107,829	减持
20	EMB	ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF	$2.8M	1.28%	26,555	增持
21	IGIB	ISHARES INTERMEDIATE CREDIT BOND ETF	$2.7M	1.24%	51,086	增持
22	SCHE	SCHWAB EMERGING MARKET EQ ETF	$2.3M	1.06%	97,450	增持
23	CWI	STREETTRACKS INDEX SHS FDS MSCI ACWI EX US ETF	$2.2M	1.04%	68,646	增持
24	SPDW	SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$1.4M	0.66%	53,816	增持
25	GOVT	ISHARES U.S. TREASURY BOND ETF	$1.4M	0.64%	56,176	增持

来源：SEC 13F 申报文件 · 截至 2018-12-31

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