Cedar Wealth Management, LLC — Q2 2021 13F 持股

Name: Cedar Wealth Management, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001665642

申报总市值

US$3.4亿

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本季完整持股清单

仅显示前 200 大持股（共 270 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	20.02%	-1.39%	+1.09%
2	PM	Philip Morris International	股票-非周期性消费	9.76%	+0.01%	-8.90%
3	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	5.08%	—	-3.80%
4	MO	Altria Group INC	股票-非周期性消费	4.67%	+0.11%	-15.84%
5	ESGV	Vanguard Esg US Stock ETF	ETF-其他	4.37%	-0.71%	+5.65%
6	DFAC	Dimensional US Core Equity 2	ETF-其他	3.71%	-0.16%	—
7	SCHD	Schwab US Dvd Equity ETF	ETF-其他	2.48%	+0.98%	-4.67%
8	DGRO	Ishares Core Dividend Growth	ETF-其他	2.12%	—	+6.87%
9	XLG	Invesco S&p 500 Top 50 ETF	ETF-大型股与成长	1.82%	-0.82%	+0.07%
10	VGK	Vanguard Ftse Europe ETF	ETF-其他	1.57%	—	+7.82%
11	SPGP	Invesco S&p 500 Garp ETF	ETF-大型股与成长	1.38%	-0.47%	+0.06%
12	HYGV	Flexshares High Yield Value	ETF-非投资级债	1.24%	-0.32%	EXIT
13	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.20%	—	-0.62%
14	IDHQ	Invesco S&p International De	ETF-其他	1.20%	-0.17%	+11.70%
15	SPHQ	Invesco S&p 500 Quality ETF	ETF-大型股与成长	1.09%	—	+0.71%
16	IWV	Ishares Russell 3000 ETF	ETF-其他	1.08%	+0.15%	-4.24%
17	SFBS	Servisfirst Bancshares INC	股票-金融	1.05%	—	-0.58%
18	XT	Ishar Fture Exp Tech Etf-usd	ETF-科技型	1.02%	—	-1.74%
19	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-其他	0.97%	—	-6.44%
20	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-其他	0.95%	—	+10.30%
21	AMZN	Amazon.com INC	股票-周期性消费	0.91%	-0.07%	+10.30%
22	AAPL	Apple INC	股票-科技	0.90%	—	+33.75%
23	EWJ	Ishares Msci Japan ETF	ETF-其他	0.87%	—	+8.58%
24	VXUS	Vanguard Total Intl Stock	ETF-其他	0.85%	—	—
25	MSFT	Microsoft CORP	股票-科技	0.81%	-0.16%	+2.80%
26	LDUR	Pimco Enhanced Low Duration	ETF-其他	0.73%	-0.04%	EXIT
27	T	At&t INC	股票-通信服务	0.69%	—	-2.31%
28	MDLZ	Mondelez International Inc-a	股票-非周期性消费	0.69%	+0.03%	—
29	RIG	Transocean Ltd.	股票-能源	0.67%	+0.10%	+2.33%
30	SCHA	Schwab US Small-cap ETF	ETF-其他	0.66%	—	-15.19%
31	VTIP	Vanguard Short-term Tips	ETF-其他	0.65%	—	+0.80%
32	GLD	Spdr Gold Shares	ETF-避险与商品	0.62%	—	+31.32%
33	F	Ford Motor Co	股票-周期性消费	0.60%	—	-6.92%
34	SCHV	Schwab US Large-cap Value	ETF-其他	0.60%	—	+3.52%
35	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	0.57%	—	—
36	SNOW	Snowflake INC	股票-科技	0.53%	—	+156.38%
37	OEF	Ishares S&p 100 ETF	ETF-其他	0.51%	—	+0.12%
38	FNDA	Schwab Fndmntl US Sm Co ETF	ETF-其他	0.51%	—	-22.05%
39	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.48%	—	-15.28%
40	VGSH	Vanguard Short-term Treasury	ETF-政府公债	0.47%	-0.05%	-12.34%
41	CVX	Chevron CORP	股票-能源	0.47%	—	+0.91%
42	MRK	Merck & Co. INC.	股票-医疗保健	0.47%	—	+21.65%
43	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	0.45%	—	-17.61%
44	MBB	Ishares Mbs ETF	ETF-其他	0.43%	—	+97.67%
45	NLYEUR	Annaly Capital Management In	股票-其他	0.43%	—	—
46	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.41%	—	+90.80%
47	EUDG	Wisdomtree Europe Quality Di	ETF-其他	0.41%	-0.35%	EXIT
48	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.41%	-0.16%	+17.92%
49	PBR	Petroleo Brasileiro-spon Adr	股票-能源	0.40%	—	-30.01%
50	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.39%	—	+7.99%

1–50 of 200

本季持股变动

Cedar Wealth Management, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
2	PM	Philip Morris International	—	EXIT	清仓
3	MO	Altria Group INC	—	EXIT	清仓
4	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	清仓
5	ESGV	Vanguard Esg US Stock ETF	—	EXIT	清仓
6	SCHD	Schwab US Dvd Equity ETF	—	EXIT	清仓
7	DGRO	Ishares Core Dividend Growth	—	EXIT	清仓
8	XLG	Invesco S&p 500 Top 50 ETF	—	EXIT	清仓
9	VGK	Vanguard Ftse Europe ETF	—	EXIT	清仓
10	SPGP	Invesco S&p 500 Garp ETF	—	EXIT	清仓
11	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
12	HYGV	Flexshares High Yield Value	—	EXIT	清仓
13	IWV	Ishares Russell 3000 ETF	—	EXIT	清仓
14	IDHQ	Invesco S&p International De	—	EXIT	清仓
15	SPHQ	Invesco S&p 500 Quality ETF	—	EXIT	清仓
16	FNDX	Schwab Fndmntl US Lrg Co ETF	—	EXIT	清仓
17	XT	Ishar Fture Exp Tech Etf-usd	—	EXIT	清仓
18	SFBS	Servisfirst Bancshares INC	—	EXIT	清仓
19	EMXC	Ishares Msci Emr Mrk Ex Chna	—	EXIT	清仓
20	VXUS	Vanguard Total Intl Stock	—	EXIT	清仓
21	EWJ	Ishares Msci Japan ETF	—	EXIT	清仓
22	T	At&t INC	—	EXIT	清仓
23	AMZN	Amazon.com INC	—	EXIT	清仓
24	SCHA	Schwab US Small-cap ETF	—	EXIT	清仓
25	LDUR	Pimco Enhanced Low Duration	—	EXIT	清仓
26	MSFT	Microsoft CORP	—	EXIT	清仓
27	MDLZ	Mondelez International Inc-a	—	EXIT	清仓
28	VTIP	Vanguard Short-term Tips	—	EXIT	清仓
29	FNDA	Schwab Fndmntl US Sm Co ETF	—	EXIT	清仓
30	AAPL	Apple INC	—	EXIT	清仓
31	SCHV	Schwab US Large-cap Value	—	EXIT	清仓
32	VGSH	Vanguard Short-term Treasury	—	EXIT	清仓
33	SPYV	Ss Spdr P S&p 500 Value ETF	—	EXIT	清仓
34	F	Ford Motor Co	—	EXIT	清仓
35	SPSM	Ss Spdr P S&p 600 Small Cap	—	EXIT	清仓
36	MGK	Vanguard Mega Cap Growth ETF	—	EXIT	清仓
37	RIG	Transocean Ltd.	—	EXIT	清仓
38	SFM	Sprouts Farmers Market INC	—	EXIT	清仓
39	OEF	Ishares S&p 100 ETF	—	EXIT	清仓
40	CVX	Chevron CORP	—	EXIT	清仓
41	GLD	Spdr Gold Shares	—	EXIT	清仓
42	NLYEUR	Annaly Capital Management In	—	EXIT	清仓
43	FNDF	Schwab Fndmn Intl Lrg Co ETF	—	EXIT	清仓
44	KHC	Kraft Heinz Co/the	—	EXIT	清仓
45	PBR	Petroleo Brasileiro-spon Adr	—	EXIT	清仓
46	MRK	Merck & Co. INC.	—	EXIT	清仓
47	DLTR	Dollar Tree INC	—	EXIT	清仓
48	GUNR	Flexshares Global Upstream N	—	EXIT	清仓
49	EUDG	Wisdomtree Europe Quality Di	—	EXIT	清仓
50	EEM	Ishares Msci Emerging Market	—	EXIT	清仓