Xulu, Inc. 13F 持仓 · 最近申报 2015年Q3
Xulu 在 2015年Q3(报告期截至 2015-09-30)的 SEC 13F 申报中报告了 56 只证券,申报市值合计 6.17 亿美元。前几大持仓:STIP(8.79%)、IEMG(8.46%)、AGG(6.68%)。本季前 25 大持仓中:增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STIP | ISHARES TR | $54.2M | 8.79% | 546,091 | 增持 |
| 2 | IEMG | ISHARES INC | $52.2M | 8.46% | 1.3M | 增持 |
| 3 | AGG | ISHARES TR | $41.2M | 6.68% | 375,613 | 增持 |
| 4 | IVV | ISHARES TR | $31.4M | 5.09% | 162,751 | 增持 |
| 5 | VNQI | VANGUARD INTL EQUITY INDEX F | $30.4M | 4.93% | 595,792 | 增持 |
| 6 | FNDF | SCHWAB STRATEGIC TR | $29.0M | 4.71% | 1.2M | 增持 |
| 7 | IEFA | ISHARES TR | $28.3M | 4.59% | 536,387 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $27.0M | 4.37% | 814,812 | 增持 |
| 9 | IVE | ISHARES TR | $26.9M | 4.36% | 319,907 | 增持 |
| 10 | EFV | ISHARES TR | $25.5M | 4.13% | 550,422 | 增持 |
| 11 | SCZ | ISHARES TR | $25.1M | 4.07% | 525,271 | 增持 |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $24.5M | 3.97% | 462,616 | 增持 |
| 13 | VNQ | VANGUARD INDEX FDS | $22.5M | 3.65% | 297,852 | 减持 |
| 14 | SCHV | SCHWAB STRATEGIC TR | $19.5M | 3.17% | 490,357 | 增持 |
| 15 | SCHE | SCHWAB STRATEGIC TR | $17.8M | 2.89% | 879,722 | 增持 |
| 16 | VTV | VANGUARD INDEX FDS | $16.9M | 2.74% | 219,721 | 增持 |
| 17 | IGOV | ISHARES TR | $16.2M | 2.62% | 177,667 | 减持 |
| 18 | SCHH | SCHWAB STRATEGIC TR | $15.6M | 2.53% | 419,007 | 增持 |
| 19 | VEA | VANGUARD TAX MANAGED INTL FD | $11.1M | 1.80% | 311,804 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $10.2M | 1.66% | 103,711 | 增持 |
| 21 | VTIP | VANGUARD MALVERN FDS | $10.2M | 1.65% | 210,888 | 减持 |
| 22 | IJR | ISHARES TR | $9.8M | 1.59% | 91,819 | 增持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $9.2M | 1.49% | 335,387 | 增持 |
| 24 | SCHB | SCHWAB STRATEGIC TR | $9.1M | 1.47% | 195,129 | 增持 |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $7.4M | 1.20% | 141,369 | 增持 |
来源:SEC 13F 申报文件 · 截至 2015-09-30
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