Hefty Wealth Partners — Q3 2017 13F 持股

Name: Hefty Wealth Partners — 13F Holdings, Q3 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 250 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	ITOT	Ishares Core S&p Total U.s.	ETF-其他	6.17%	—	—
2	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	5.18%	—	+9.21%
3	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.53%	-3.49%	EXIT
4	✓	Powershares Exchange	股票-其他	3.46%	—	+19.49%
5	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	3.18%	—	+10.33%
6	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.79%	-3.68%	+1.16%
7	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	2.78%	-0.45%	-11.08%
8	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	2.55%	-0.85%	+2.76%
9	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	2.30%	—	+1.29%
10	SMHC	VanEck China Semiconductor ETF	ETF-新兴市场	2.21%	-0.55%	+1.75%
11	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	2.07%	-2.08%	EXIT
12	VO	Vanguard Mid-cap ETF	ETF-其他	2.07%	—	+0.89%
13	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	2.03%	—	-20.06%
14	FLOT	Ishares Floating Rate Bond E	ETF-其他	2.01%	—	+0.52%
15	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	1.93%	—	+0.94%
16	XLE	Ss Energy Select Sector	ETF-其他	1.89%	+1.53%	NEW
17	✓	Powershares S&p Smallcap Low	股票-其他	1.88%	—	-0.11%
18	XLI	Ss Industrial Select Sector	ETF-其他	1.86%	—	+94219.05%
19	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.83%	+1.74%	+0.99%
20	MUB	Ishares National Muni Bond E	ETF-其他	1.73%	—	+2.07%
21	VV	Vanguard Large-cap ETF	ETF-其他	1.72%	—	-0.83%
22	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.69%	—	-2.90%
23	XLK	Ss Technology Select Sector	ETF-科技型	1.64%	-2.01%	EXIT
24	IDV	Ishares International Select	ETF-其他	1.53%	—	+1.79%
25	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.51%	—	+6.10%
26	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.50%	—	+1.64%
27	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.49%	—	+2.52%
28	CSCO	Cisco Systems INC	股票-科技	1.27%	-0.88%	+1.45%
29	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.23%	—	+6.61%
30	LMT	Lockheed Martin CORP	股票-工业	1.14%	—	-19.01%
31	DON	Wisdomtree US Midcap Dividen	ETF-其他	1.08%	—	+5.20%
32	VFC	Vf CORP	股票-周期性消费	1.07%	-1.07%	-37.88%
33	IWR	Ishares Russell Mid-cap ETF	ETF-其他	1.06%	—	+5.34%
34	VB	Vanguard Small-cap ETF	ETF-其他	0.96%	—	+1.78%
35	DEM	Wisdomtree Emerging Markets	ETF-新兴市场	0.94%	—	+1.24%
36	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.92%	—	-0.03%
37	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.91%	—	—
38	UNH	Unitedhealth Group INC	股票-医疗保健	0.86%	-0.93%	+1.68%
39	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.79%	—	+1.92%
40	IBM	Intl Business Machines CORP	股票-科技	0.76%	—	+63.93%
41	EIX	Edison International	股票-公用事业	0.76%	—	+2.29%
42	EUMVUSD	Ishares Edge Msci Min Vol EU	ETF-其他	0.75%	—	—
43	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.74%	—	+5.27%
44	HBNC	Horizon Bancorp Inc/in	股票-其他	0.73%	—	+1.80%
45	WMT	Walmart INC	股票-非周期性消费	0.70%	—	-12.19%
46	GD	General Dynamics CORP	股票-工业	0.69%	-0.58%	+1.73%
47	TGT	Target CORP	股票-周期性消费	0.68%	—	+0.52%
48	IHDG	Wisdomtree International Hed	ETF-其他	0.63%	—	+5.92%
49	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.60%	—	-21.06%
50	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.60%	—	+6.18%

1–50 of 200

本季持股变动

Hefty Wealth Partners 于截至 Q3 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	XLE	Ss Energy Select Sector	+1.9%	+92444.44%	加仓
2	XLI	Ss Industrial Select Sector	+1.9%	+94219.05%	加仓
3	XLK	Ss Technology Select Sector	+1.6%	+80719.23%	加仓
4	EDEN	Ishares Msci Denmark ETF	+0.6%	+45433.33%	加仓
5	EWJ	Ishares Msci Japan ETF	+0.5%	+45121.88%	加仓
6	✓	Powershares Exchange	+0.5%	+19.49%	加仓
7	WBA	Walgreens Boots Alliance INC	+0.5%	+5097.84%	加仓
8	ERUS	Ishares Msci Russia ETF	+0.5%	+33325.00%	加仓
9	EWC	Ishares Msci Canada ETF	+0.4%	+33349.23%	加仓
10	EWZ	Ishares Msci Brazil ETF	+0.4%	+28358.82%	加仓
11	EWA	Ishares Msci Australia ETF	+0.4%	+33571.25%	加仓
12	HD	Home Depot INC	+0.3%	+5701.82%	加仓
13	PFE	Pfizer INC	+0.3%	+7563.49%	加仓
14	TJX	Tjx Companies INC	+0.3%	+3282.50%	加仓
15	GWW	Ww Grainger INC	+0.3%	+1221.36%	加仓
16	F	Ford Motor Co	+0.3%	+9243.49%	加仓
17	GBIL	Goldman Sachs Access Treasur	+0.3%	+9.21%	加仓
18	USMV	Ishares Msci USA Min Vol Fac	+0.3%	+10.33%	加仓
19	URTH	Ishares Msci World ETF	+0.3%	+88.42%	加仓
20	IBM	Intl Business Machines CORP	+0.3%	+63.93%	加仓
21	VZ	Verizon Communications INC	+0.2%	+4223.89%	加仓
22	VYM	Vanguard High Dvd Yield ETF	+0.1%	+6.10%	加仓
23	OMC	Omnicom Group	-0.2%	-34.40%	减仓
24	AEP	American Electric Power Company, Inc.	-0.2%	-31.94%	减仓
25	INTC	Intel CORP	-0.4%	-91.10%	减仓
26	PG	Procter & Gamble Co/the	-0.5%	-92.19%	减仓
27	XOM	Exxon Mobil CORP	-0.5%	-97.14%	减仓
28	SHY	Ishares 1-3 Year Treasury Bo	-0.5%	-11.08%	减仓
29	GSLC	Goldman Activebeta US Lc ETF	-0.5%	-20.06%	减仓
30	VFC	Vf CORP	-0.5%	-37.88%	减仓
31	JNJ	Johnson & Johnson	-0.7%	-92.31%	减仓
32	EFA	Ishares Msci Eafe ETF	-0.7%	-72.62%	减仓
33	CVS	Cvs Health CORP	-0.8%	-93.78%	减仓
34	VTI	Vanguard Total Stock Mkt ETF	-5.5%	-98.53%	减仓
35	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建仓
36	XLV	Ss Health Care Select Sector	—	EXIT	清仓
37	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
38	XLB	Ss Materials Select Sector	—	EXIT	清仓
39	XLP	Ss Consumer Staples Sel Sect	—	NEW	新建仓
40	EUMVUSD	Ishares Edge Msci Min Vol EU	—	NEW	新建仓
41	EIS	Ishares Msci Israel ETF	—	EXIT	清仓
42	EWI	Ishares Msci Italy ETF	—	EXIT	清仓
43	WOO	Foot Locker INC	—	EXIT	清仓
44	VLO	Valero Energy CORP	—	EXIT	清仓
45	ENOR	Ishares Msci Norway ETF	—	EXIT	清仓
46	DD	DuPont de Nemours, Inc.	—	NEW	新建仓
47	COR	Cencora INC	—	EXIT	清仓
48	TSN	Tyson Foods Inc-cl A	—	EXIT	清仓
49	GAP	Gap Inc/the	—	EXIT	清仓
50	UHS	Universal Health Services-b	—	NEW	新建仓