Hefty Wealth Partners — Q4 2017 13F 持股

Name: Hefty Wealth Partners — 13F Holdings, Q4 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 249 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	6.28%	—	+2.34%
2	✓	Powershares Exchange	股票-其他	4.37%	—	+30.43%
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	4.11%	-3.68%	+57.89%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.49%	-3.49%	EXIT
5	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	2.68%	-0.85%	+13.70%
6	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	2.62%	-0.45%	+1.26%
7	URTH	Ishares Msci World ETF	ETF-其他	2.48%	+1.72%	+320.84%
8	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	2.31%	—	+3.38%
9	XLB	Ss Materials Select Sector	ETF-其他	2.22%	—	—
10	✓	Powershares S&p Smallcap Low	股票-其他	2.20%	—	+24.37%
11	SMHC	VanEck China Semiconductor ETF	ETF-新兴市场	2.18%	-0.55%	+5.29%
12	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	2.12%	—	+4.31%
13	VO	Vanguard Mid-cap ETF	ETF-其他	2.11%	—	+3.54%
14	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	2.08%	-2.08%	EXIT
15	XLK	Ss Technology Select Sector	ETF-科技型	2.01%	-2.01%	EXIT
16	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	1.92%	—	+6.03%
17	FLOT	Ishares Floating Rate Bond E	ETF-其他	1.92%	—	+2.26%
18	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.83%	-1.83%	EXIT
19	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.77%	+1.74%	+3.61%
20	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.76%	—	+4.40%
21	MUB	Ishares National Muni Bond E	ETF-其他	1.72%	—	+6.35%
22	VV	Vanguard Large-cap ETF	ETF-其他	1.72%	—	+0.36%
23	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.59%	—	-49.23%
24	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.54%	—	+3.44%
25	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.53%	—	+3.17%
26	IDV	Ishares International Select	ETF-其他	1.50%	—	+3.98%
27	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.46%	—	+5.15%
28	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.28%	—	+4.81%
29	VFC	Vf CORP	股票-周期性消费	1.19%	-1.07%	+1.62%
30	IWR	Ishares Russell Mid-cap ETF	ETF-其他	1.19%	—	+13.24%
31	DON	Wisdomtree US Midcap Dividen	ETF-其他	1.11%	—	+211.54%
32	VB	Vanguard Small-cap ETF	ETF-其他	0.97%	—	+4.09%
33	DEM	Wisdomtree Emerging Markets	ETF-新兴市场	0.96%	—	+3.52%
34	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.93%	—	+3.88%
35	UNH	Unitedhealth Group INC	股票-医疗保健	0.93%	-0.93%	+2.33%
36	CSCO	Cisco Systems INC	股票-科技	0.89%	-0.88%	-34.47%
37	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.89%	—	-2.69%
38	IHDG	Wisdomtree International Hed	ETF-其他	0.76%	—	+25.39%
39	EFA	Ishares Msci Eafe ETF	ETF-其他	0.68%	—	+154.49%
40	LMT	Lockheed Martin CORP	股票-工业	0.66%	—	-40.86%
41	GD	General Dynamics CORP	股票-工业	0.65%	-0.58%	+2.63%
42	HBNC	Horizon Bancorp Inc/in	股票-其他	0.64%	—	-1.77%
43	DRI	Darden Restaurants INC	股票-周期性消费	0.64%	-0.64%	EXIT
44	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.63%	—	+5.79%
45	BAC	Bank Of America CORP	股票-金融	0.62%	-0.61%	+6327.03%
46	ELV	Elevance Health INC	股票-医疗保健	0.61%	-0.58%	+1.77%
47	GREKUSD	Global X Msci Greece ETF	ETF-其他	0.61%	-0.61%	EXIT
48	JNJ	Johnson & Johnson	股票-医疗保健	0.60%	-0.55%	+959.27%
49	HRL	Hormel Foods CORP	股票-非周期性消费	0.59%	-0.59%	EXIT
50	LVHD	Franklin U.s. Low Volatility	ETF-其他	0.59%	+0.92%	—

1–50 of 200

本季持股变动

Hefty Wealth Partners 于截至 Q4 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	URTH	Ishares Msci World ETF	+1.9%	+320.84%	加仓
2	AGG	Ishares Core U.s. Aggregate	+1.3%	+57.89%	加仓
3	✓	Powershares Exchange	+0.9%	+30.43%	加仓
4	BAC	Bank Of America CORP	+0.6%	+6327.03%	加仓
5	WFC	Wells Fargo & Co	+0.6%	+10808.57%	加仓
6	JNJ	Johnson & Johnson	+0.5%	+959.27%	加仓
7	WU	Western Union Co	+0.5%	+3066.87%	加仓
8	EFA	Ishares Msci Eafe ETF	+0.4%	+154.49%	加仓
9	XLK	Ss Technology Select Sector	+0.4%	+20.76%	加仓
10	✓	Powershares S&p Smallcap Low	+0.3%	+24.37%	加仓
11	VZ	Verizon Communications INC	+0.3%	+122.59%	加仓
12	ITOT	Ishares Core S&p Total U.s.	+0.1%	+2.34%	加仓
13	HD	Home Depot INC	-0.3%	-98.28%	减仓
14	PFE	Pfizer INC	-0.3%	-98.70%	减仓
15	TGT	Target CORP	-0.5%	-67.42%	减仓
16	LMT	Lockheed Martin CORP	-0.5%	-40.86%	减仓
17	EEM	Ishares Msci Emerging Market	-0.6%	-94.27%	减仓
18	AAXJ	Ishares Msci All Country Asi	-0.6%	-98.22%	减仓
19	WMT	Walmart INC	-0.7%	-94.24%	减仓
20	SCZ	Ishares Msci Eafe Small-cap	-0.7%	-98.64%	减仓
21	EIX	Edison International	-0.8%	-99.56%	减仓
22	VGK	Vanguard Ftse Europe ETF	-0.8%	-98.95%	减仓
23	USMV	Ishares Msci USA Min Vol Fac	-1.6%	-49.23%	减仓
24	GBIL	Goldman Sachs Access Treasur	—	EXIT	清仓
25	XLB	Ss Materials Select Sector	—	NEW	新建仓
26	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
27	XLE	Ss Energy Select Sector	—	EXIT	清仓
28	XLI	Ss Industrial Select Sector	—	EXIT	清仓
29	EUMVUSD	Ishares Edge Msci Min Vol EU	—	EXIT	清仓
30	DRI	Darden Restaurants INC	—	NEW	新建仓
31	GREKUSD	Global X Msci Greece ETF	—	NEW	新建仓
32	HRL	Hormel Foods CORP	—	NEW	新建仓
33	LVHD	Franklin U.s. Low Volatility	—	NEW	新建仓
34	TPR	Tapestry INC	—	NEW	新建仓
35	✓	Ishares Tr	—	NEW	新建仓
36	DIS	Walt Disney Co/the	—	NEW	新建仓
37	EWU	Ishares Msci United Kingdom	—	NEW	新建仓
38	EEMV	Ishares Msci Emg Mkt Min Vol	—	NEW	新建仓
39	ENZL	Ishares Msci New Zealand ETF	—	NEW	新建仓
40	EWP	Ishares Msci Spain ETF	—	NEW	新建仓
41	PGALUSD	Global X Msci Portugal ETF	—	NEW	新建仓
42	IMTM	Ishares Msci Intl Momentum F	—	NEW	新建仓
43	EDEN	Ishares Msci Denmark ETF	—	EXIT	清仓
44	EWJ	Ishares Msci Japan ETF	—	EXIT	清仓
45	DD	DuPont de Nemours, Inc.	—	EXIT	清仓
46	ERUS	Ishares Msci Russia ETF	—	EXIT	清仓
47	EWZ	Ishares Msci Brazil ETF	—	EXIT	清仓
48	EWA	Ishares Msci Australia ETF	—	EXIT	清仓
49	IPG	Interpublic Group Of Cos INC	—	NEW	新建仓
50	IGHG	Proshares Ig Hedged	—	NEW	新建仓