Marcuard Family Office LTD — Q3 2013 13F 持股

Name: Marcuard Family Office LTD — 13F Holdings, Q3 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538112

申報總市值

US$4650.2萬

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	14.92%	-4.37%	-4.70%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	10.83%	-0.23%	-1.39%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	8.06%	+5.84%	—
4	VPL	Vanguard Ftse Pacific ETF	ETF-其他	7.81%	-0.49%	-4.55%
5	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	4.92%	—	-1.72%
6	ACWI	iShares MSCI ACWI ETF	ETF-其他	4.52%	-0.28%	—
7	SMHC	VanEck China Semiconductor ETF	ETF-新興市場	3.68%	-1.48%	EXIT
8	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	3.34%	-5.90%	-10.75%
9	EEM	Ishares Msci Emerging Market	ETF-新興市場	3.34%	+0.60%	NEW
10	SSO	Proshares Ultra S&p500	ETF-其他	3.23%	—	-28.57%
11	✓	Claymore Exchange Trd Fd Tr	股票-其他	3.10%	-0.04%	—
12	TIP	Ishares Tips Bond ETF	ETF-其他	2.55%	-0.51%	-4.51%
13	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	2.47%	-0.96%	EXIT
14	✓	Powershares	股票-其他	2.46%	—	—
15	VGK	Vanguard Ftse Europe ETF	ETF-其他	2.24%	-0.29%	+13.76%
16	AAXJ	Ishares Msci All Country Asi	ETF-其他	2.14%	—	+77.81%
17	✓	Guggenheim	股票-其他	2.02%	-0.30%	-5.94%
18	✓	Powershares ETF Trust	ETF-其他	1.97%	—	-2.35%
19	✓	Powershares Qqq Trust Ser 1	股票-其他	1.94%	+0.15%	—
20	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.93%	-0.21%	—
21	✓	Powershares ETF Tr Ii	ETF-其他	1.61%	-0.03%	-21.74%
22	IEV	Ishares Europe ETF	ETF-其他	1.35%	-0.17%	-13.90%
23	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.30%	+0.06%	—
24	ELD	Wisdomtree Emrg Mkts Debt	ETF-其他	1.23%	—	-67.61%
25	EWL	Ishares Msci Switzerland ETF	ETF-其他	1.17%	-0.03%	—
26	✓	Guggenheim Frontier Markets ETF	ETF-其他	1.10%	—	—
27	✓	Invesco S&p 500 Downsidehedged ETF	ETF-大型股與成長	1.02%	—	—
28	XLB	Ss Materials Select Sector	ETF-其他	1.00%	—	—
29	DXJ	Wisdomtree Japan Hedged Eq	ETF-其他	0.91%	—	—
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.76%	+0.04%	—
31	AAPL	Apple INC	股票-科技	0.59%	+0.04%	—
32	AIVL	Wisdomtree US Ai Enhanced Va	ETF-其他	0.49%	—	—

本季持股變動

Marcuard Family Office LTD 於截至 Q3 2013 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	VTI	Vanguard Total Stock Mkt ETF	+2.5%	-4.70%	減碼
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+2%	-1.39%	減碼
3	IVV	Ishares Core S&p 500 ETF	+1.6%	—	不變
4	VPL	Vanguard Ftse Pacific ETF	+1.5%	-4.55%	減碼
5	AAXJ	Ishares Msci All Country Asi	+1.2%	+77.81%	加碼
6	ACWI	iShares MSCI ACWI ETF	+0.9%	—	不變
7	✓	Claymore Exchange Trd Fd Tr	+0.8%	—	不變
8	VGK	Vanguard Ftse Europe ETF	+0.8%	+13.76%	加碼
9	EMB	Ishares Jp Morgan Usd Emergi	+0.7%	-1.72%	減碼
10	EEM	Ishares Msci Emerging Market	+0.6%	-3.05%	減碼
11	✓	Powershares Qqq Trust Ser 1	+0.5%	—	不變
12	IWM	Ishares Russell 2000 ETF	+0.5%	—	不變
13	✓	Powershares	+0.4%	—	不變
14	SHY	Ishares 1-3 Year Treasury Bo	+0.4%	—	不變
15	✓	Guggenheim	+0.4%	-5.94%	減碼
16	✓	Powershares ETF Trust	+0.4%	-2.35%	減碼
17	TIP	Ishares Tips Bond ETF	+0.3%	-4.51%	減碼
18	EWL	Ishares Msci Switzerland ETF	+0.3%	—	不變
19	✓	Guggenheim Frontier Markets ETF	+0.2%	—	不變
20	IGSB	Ishares 1-5y Inv Grade CORP	+0.2%	-10.75%	減碼
21	IEV	Ishares Europe ETF	+0.2%	-13.90%	減碼
22	DXJ	Wisdomtree Japan Hedged Eq	+0.2%	—	不變
23	AIVL	Wisdomtree US Ai Enhanced Va	+0.1%	—	不變
24	✓	Powershares ETF Tr Ii	-0.1%	-21.74%	減碼
25	SSO	Proshares Ultra S&p500	-0.2%	-28.57%	減碼
26	SMHC	VanEck China Semiconductor ETF	-1%	-34.44%	減碼
27	ELD	Wisdomtree Emrg Mkts Debt	-2.1%	-67.61%	減碼
28	CBT	Cabot CORP	—	EXIT	清倉
29	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	新建倉
30	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	清倉
31	✓	Invesco S&p 500 Downsidehedged ETF	—	NEW	新建倉
32	XLB	Ss Materials Select Sector	—	NEW	新建倉
33	EWZ	Ishares Msci Brazil ETF	—	EXIT	清倉
34	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建倉
35	BRK-B	Berkshire Hathaway Inc.	—	EXIT	清倉
36	SMHC	VanEck China Semiconductor ETF	—	EXIT	清倉
37	AAPL	Apple INC	—	NEW	新建倉
38	AAPL	Apple Computer	—	EXIT	清倉