Hefty Wealth Partners — Q2 2017 13F 持股

Name: Hefty Wealth Partners — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001674672

申报总市值

US$1.6亿

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本季完整持股清单

仅显示前 200 大持股（共 243 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	5.55%	—	—
2	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	4.89%	—	+38.12%
3	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.58%	-3.49%	EXIT
4	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	3.24%	-0.45%	+3.41%
5	✓	Powershares Exchange	股票-其他	2.95%	—	+6.45%
6	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	2.89%	—	+2.41%
7	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.84%	-3.68%	+8.62%
8	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	2.56%	-0.85%	+21.56%
9	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	2.53%	—	+47.48%
10	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	2.28%	—	+43.67%
11	SMHC	VanEck China Semiconductor ETF	ETF-新兴市场	2.23%	-0.55%	+10.47%
12	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	2.09%	-2.08%	EXIT
13	FLOT	Ishares Floating Rate Bond E	ETF-其他	2.06%	—	+5.43%
14	VO	Vanguard Mid-cap ETF	ETF-其他	2.05%	—	+5.22%
15	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	1.97%	—	+9.17%
16	XLV	Ss Health Care Select Sector	ETF-其他	1.87%	+1.61%	NEW
17	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.87%	+1.74%	+3.39%
18	✓	Powershares S&p Smallcap Low	股票-其他	1.84%	—	+2.73%
19	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.83%	-1.83%	EXIT
20	XLB	Ss Materials Select Sector	ETF-其他	1.77%	—	+26.07%
21	MUB	Ishares National Muni Bond E	ETF-其他	1.74%	—	+4.83%
22	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.73%	—	+16.65%
23	VV	Vanguard Large-cap ETF	ETF-其他	1.73%	—	+3.59%
24	VFC	Vf CORP	股票-周期性消费	1.61%	-1.07%	-11.96%
25	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.52%	—	+4.59%
26	IDV	Ishares International Select	ETF-其他	1.51%	—	+26.23%
27	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.46%	—	+62.05%
28	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.41%	—	+73.35%
29	LMT	Lockheed Martin CORP	股票-工业	1.31%	—	-26.18%
30	CSCO	Cisco Systems INC	股票-科技	1.20%	-0.88%	-17.96%
31	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.16%	—	-45.59%
32	DON	Wisdomtree US Midcap Dividen	ETF-其他	1.04%	—	+33.89%
33	IWR	Ishares Russell Mid-cap ETF	ETF-其他	1.01%	—	+5.54%
34	EFA	Ishares Msci Eafe ETF	ETF-其他	1.00%	—	+7.56%
35	VB	Vanguard Small-cap ETF	ETF-其他	0.93%	—	+6.97%
36	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.93%	—	-3.79%
37	DEM	Wisdomtree Emerging Markets	ETF-新兴市场	0.91%	—	+13.19%
38	UNH	Unitedhealth Group INC	股票-医疗保健	0.83%	-0.93%	+11.46%
39	CVS	Cvs Health CORP	股票-医疗保健	0.81%	+0.97%	+1437.73%
40	WMT	Walmart INC	股票-非周期性消费	0.80%	—	-19.39%
41	EIX	Edison International	股票-公用事业	0.78%	—	+10.35%
42	JNJ	Johnson & Johnson	股票-医疗保健	0.77%	-0.55%	-24.48%
43	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.76%	—	+5.06%
44	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.73%	—	+32565.82%
45	AAXJ	Ishares Msci All Country Asi	ETF-其他	0.72%	—	—
46	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.68%	—	—
47	HBNC	Horizon Bancorp Inc/in	股票-其他	0.67%	—	—
48	GD	General Dynamics CORP	股票-工业	0.67%	-0.58%	-14.36%
49	EIS	Ishares Msci Israel ETF	ETF-其他	0.64%	—	+4.37%
50	TGT	Target CORP	股票-周期性消费	0.62%	—	-38.76%

1–50 of 200

本季持股变动

Hefty Wealth Partners 于截至 Q2 2017 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	XLV	Ss Health Care Select Sector	+1.9%	+28707.50%	加仓
2	XLY	Ss Consumer Disc Select Sect	+1.8%	+30013.13%	加仓
3	GBIL	Goldman Sachs Access Treasur	+1.1%	+38.12%	加仓
4	CVS	Cvs Health CORP	+0.8%	+1437.73%	加仓
5	GSLC	Goldman Activebeta US Lc ETF	+0.8%	+47.48%	加仓
6	EEM	Ishares Msci Emerging Market	+0.7%	+32565.82%	加仓
7	EWI	Ishares Msci Italy ETF	+0.6%	+32511.11%	加仓
8	SDY	Ss Spdr S&p Dividend ETF	+0.6%	+43.67%	加仓
9	VLO	Valero Energy CORP	+0.6%	+21676.79%	加仓
10	ENOR	Ishares Msci Norway ETF	+0.6%	+36925.00%	加仓
11	VYM	Vanguard High Dvd Yield ETF	+0.6%	+73.35%	加仓
12	DLN	Wisdomtree US Largecap Divid	+0.5%	+62.05%	加仓
13	XOM	Exxon Mobil CORP	+0.5%	+2950.18%	加仓
14	INTC	Intel CORP	+0.4%	+971.28%	加仓
15	T	At&t INC	+0.4%	+799.66%	加仓
16	OMC	Omnicom Group	+0.4%	+5194.29%	加仓
17	AEP	American Electric Power Company, Inc.	+0.4%	+1276.19%	加仓
18	GAP	Gap Inc/the	+0.4%	+3522.88%	加仓
19	SHM	Ss Spdr N Ice St Muni ETF	+0.3%	+21.56%	加仓
20	XLB	Ss Materials Select Sector	+0.3%	+26.07%	加仓
21	IDV	Ishares International Select	+0.3%	+26.23%	加仓
22	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.2%	+17.81%	加仓
23	IBM	Intl Business Machines CORP	-0.4%	-28.43%	减仓
24	URTH	Ishares Msci World ETF	-0.4%	-53.68%	减仓
25	BA	Boeing Co/the	-0.5%	-87.79%	减仓
26	DOW	Dow Chem Co	-0.5%	-97.82%	减仓
27	CSCO	Cisco Systems INC	-0.5%	-17.96%	减仓
28	TGT	Target CORP	-0.5%	-38.76%	减仓
29	LMT	Lockheed Martin CORP	-0.5%	-26.18%	减仓
30	EWH	Ishares Msci Hong Kong ETF	-0.6%	-99.52%	减仓
31	EWC	Ishares Msci Canada ETF	-0.6%	-99.78%	减仓
32	PGALUSD	Global X Msci Portugal ETF	-0.6%	-99.39%	减仓
33	IWV	Ishares Russell 3000 ETF	-0.6%	-86.26%	减仓
34	KO	Coca-cola Co/the	-0.7%	-95.70%	减仓
35	MMM	3m Co	-0.8%	-91.23%	减仓
36	QCOM	Qualcomm INC	-0.8%	-61.93%	减仓
37	VZ	Verizon Communications INC	-0.9%	-99.32%	减仓
38	TJX	Tjx Companies INC	-0.9%	-98.78%	减仓
39	IUSV	Ishares Core S&p U.s. Value	-1.1%	-45.59%	减仓
40	WBA	Walgreens Boots Alliance INC	-1.2%	-99.08%	减仓
41	PFE	Pfizer INC	-1.3%	-99.63%	减仓
42	XLI	Ss Industrial Select Sector	-1.7%	-99.88%	减仓
43	XLK	Ss Technology Select Sector	-1.7%	-99.88%	减仓
44	VTI	Vanguard Total Stock Mkt ETF	—	NEW	新建仓
45	AAXJ	Ishares Msci All Country Asi	—	NEW	新建仓
46	SCZ	Ishares Msci Eafe Small-cap	—	NEW	新建仓
47	✓	Whole Foods Mkt INC	—	EXIT	清仓
48	KLAC	Kla CORP	—	EXIT	清仓
49	EWP	Ishares Msci Spain ETF	—	EXIT	清仓
50	EWN	Ishares Msci Netherlands ETF	—	EXIT	清仓