Sanchez Wealth Management Group — Q4 2018 13F 持股

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

CIK: 0001697740

申报总市值

US$4.6亿

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	IWF	Ishares Russell 1000 Growth	ETF-其他	19.80%	-0.49%	-5.02%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	11.32%	-0.22%	—
3	JHML	John Hancock Multi Fact Lrg	ETF-其他	8.55%	+0.02%	+15.62%
4	QUAL	Ishares Msci USA Quality Fac	ETF-其他	8.42%	—	—
5	IWD	Ishares Russell 1000 Value E	ETF-其他	8.40%	—	-33.38%
6	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	8.36%	—	-29.60%
7	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	7.93%	—	+905.81%
8	FTSM	First Trust Enh Short Mat Fd	ETF-其他	5.90%	—	+1042.14%
9	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	5.82%	-0.04%	-58.83%
10	VLUE	Ishares Msci USA Value Facto	ETF-其他	4.82%	—	—
11	JHMM	John Hancock Multi Fact Mid	ETF-其他	3.34%	+0.09%	+3.01%
12	GWRUSD	Genesee & Wyoming Inc-cl A	股票-其他	1.26%	—	—
13	TECH	Bio-techne CORP	股票-医疗保健	1.18%	-0.03%	-0.16%
14	CSX	Csx CORP	股票-工业	1.17%	+0.06%	+0.05%
15	HDV	Ishares Core High Dividend E	ETF-其他	0.66%	—	-87.15%
16	ABT	Abbott Laboratories	股票-医疗保健	0.64%	-0.03%	+0.38%
17	PGX	Invesco Preferred ETF	ETF-其他	0.61%	—	—
18	CELG	Celgene CORP	股票-其他	0.56%	—	+166.47%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.31%	-0.35%	—
20	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.27%	+0.01%	—
21	HSY	Hershey Co/the	股票-非周期性消费	0.24%	+0.01%	—
22	AAPL	Apple INC	股票-科技	0.23%	-0.08%	+0.37%
23	CAT	Caterpillar INC	股票-工业	0.22%	+0.04%	+0.69%

Sanchez Wealth Management Group 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	USMV	Ishares Msci USA Min Vol Fac	+7.1%	+905.81%	加仓
2	FTSM	First Trust Enh Short Mat Fd	+5.4%	+1042.14%	加仓
3	JHML	John Hancock Multi Fact Lrg	+0.5%	+15.62%	加仓
4	CELG	Celgene CORP	+0.3%	+166.47%	加仓
5	ABT	Abbott Laboratories	0%	+0.38%	加仓
6	HSY	Hershey Co/the	0%	—	不变
7	CAT	Caterpillar INC	0%	+0.69%	加仓
8	AAPL	Apple INC	-0.1%	+0.37%	加仓
9	CSX	Csx CORP	-0.2%	+0.05%	加仓
10	GWRUSD	Genesee & Wyoming Inc-cl A	-0.2%	—	不变
11	JHMM	John Hancock Multi Fact Mid	-0.3%	+3.01%	加仓
12	TECH	Bio-techne CORP	-0.4%	-0.16%	减仓
13	IWF	Ishares Russell 1000 Growth	-3.3%	-5.02%	减仓
14	HDV	Ishares Core High Dividend E	-4.5%	-87.15%	减仓
15	RSP	Invesco S&p 500 Equal Weight	-4.5%	-29.60%	减仓
16	IWD	Ishares Russell 1000 Value E	-5%	-33.38%	减仓
17	MTUM	Ishares Msci USA Momentum Fa	-9.9%	-58.83%	减仓
18	IVV	Ishares Core S&p 500 ETF	—	NEW	新建仓
19	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
20	DGRO	Ishares Core Dividend Growth	—	EXIT	清仓
21	VLUE	Ishares Msci USA Value Facto	—	NEW	新建仓
22	FTC	First Trust Large Cap Growth	—	EXIT	清仓
23	PGX	Invesco Preferred ETF	—	NEW	新建仓
24	JNJ	Johnson & Johnson	—	EXIT	清仓
25	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
26	BAC	Bank Of America CORP	—	EXIT	清仓
27	SCHD	Schwab US Dvd Equity ETF	—	NEW	新建仓
28	UNP	Union Pacific CORP	—	EXIT	清仓