Dynasty Wealth Management, LLC — Q4 2018 13F 持股

Name: Dynasty Wealth Management, LLC — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001727599

申报总市值

US$114.7亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	LYB	LyondellBasell Industries N.V.	股票-原材料	45.92%	—	-11.74%
2	VEA	Vanguard Ftse Developed ETF	ETF-其他	27.50%	—	-90.65%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	26.58%	—	-8.49%

本季持股变动

Dynasty Wealth Management, LLC 于截至 Q4 2018 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	VEA	Vanguard Ftse Developed ETF	+24.1%	-90.65%	减仓
2	JNJ	Johnson & Johnson	—	EXIT	清仓
3	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
4	IWB	Ishares Russell 1000 ETF	—	EXIT	清仓
5	XLK	Ss Technology Select Sector	—	EXIT	清仓
6	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
7	AMZN	Amazon.com INC	—	EXIT	清仓
8	AAPL	Apple INC	—	EXIT	清仓
9	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
10	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
11	MSFT	Microsoft CORP	—	EXIT	清仓
12	CVX	Chevron CORP	—	EXIT	清仓
13	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
14	PKW	Invesco Buyback Achievers Et	—	EXIT	清仓
15	VGT	Vanguard Info Tech ETF	—	EXIT	清仓
16	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
17	XOM	Exxon Mobil CORP	—	EXIT	清仓
18	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
19	META	Meta Platforms Inc-class A	—	EXIT	清仓
20	PFE	Pfizer INC	—	EXIT	清仓
21	BIT	Blackrock Multi-sector INC	—	EXIT	清仓
22	NOBL	Proshares S&p 500 Dividend A	—	EXIT	清仓
23	PSEC 4.75 04-15-20	Prospect Capital CORP	—	EXIT	清仓
24	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
25	EPD	Enterprise Products Partners	—	EXIT	清仓
26	IWN	Ishares Russell 2000 Value E	—	EXIT	清仓
27	UTG	Reaves Utility Income Fund	—	EXIT	清仓
28	INTC	Intel CORP	—	EXIT	清仓
29	VZ	Verizon Communications INC	—	EXIT	清仓
30	DD	DuPont de Nemours, Inc.	—	EXIT	清仓
31	FPE	Ft-preferred Secur & INC ETF	—	EXIT	清仓
32	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清仓
33	BA	Boeing Co/the	—	EXIT	清仓
34	T	At&t INC	—	EXIT	清仓
35	C	Citigroup INC	—	EXIT	清仓
36	CSCO	Cisco Systems INC	—	EXIT	清仓
37	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
38	BAC	Bank Of America CORP	—	EXIT	清仓
39	KYN	Kayne Anderson Energy Infra	—	EXIT	清仓
40	MA	Mastercard INC - A	—	EXIT	清仓
41	HD	Home Depot INC	—	EXIT	清仓
42	V	Visa Inc-class A Shares	—	EXIT	清仓
43	MRK	Merck & Co. INC.	—	EXIT	清仓
44	UNH	Unitedhealth Group INC	—	EXIT	清仓
45	XLE	Ss Energy Select Sector	—	EXIT	清仓
46	WFC	Wells Fargo & Co	—	EXIT	清仓
47	MO	Altria Group INC	—	EXIT	清仓
48	NVDA	Nvidia CORP	—	EXIT	清仓
49	TIP	Ishares Tips Bond ETF	—	EXIT	清仓
50	PG	Procter & Gamble Co/the	—	EXIT	清仓