Sequoia Wealth Management, LLC — Q4 2017 13F 持股

Name: Sequoia Wealth Management, LLC — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730811

申報總市值

US$1290.6萬

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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	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	10.57%	—	—
2	✓	Powershares ETF Tr Ii	ETF-其他	8.31%	—	—
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	8.12%	-0.87%	EXIT
4	ACWV	Ishares Msci Global Min Vol	ETF-其他	7.96%	—	—
5	✓	Powershs Exch Trad Fd	股票-其他	7.40%	—	—
6	✓	Powershares S&p Smallcap Low	股票-其他	6.82%	—	—
7	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	4.04%	+8.79%	—
8	IWM	Ishares Russell 2000 ETF	ETF-中小型股	3.45%	+2.24%	—
9	IEMG	Ishares Core Msci Emerging	ETF-新興市場	2.79%	-0.66%	EXIT
10	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.65%	-7.83%	—
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.65%	+0.10%	—
12	EFA	Ishares Msci Eafe ETF	ETF-其他	2.61%	—	—
13	FPX	First Trust US Equity Opport	ETF-其他	2.30%	—	—
14	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.29%	-6.24%	EXIT
15	AADR	Advisorshares Dorsey Wright	ETF-其他	2.10%	—	—
16	HDV	Ishares Core High Dividend E	ETF-其他	1.89%	—	—
17	IYF	Ishares US Financials ETF	ETF-其他	1.81%	+1.41%	—
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.63%	-1.89%	EXIT
19	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.54%	-3.13%	EXIT
20	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	1.44%	+2.68%	—
21	DEUS	Xtrackers Russell US Multi	ETF-其他	1.15%	—	—
22	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公債	1.11%	—	—
23	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公債	1.09%	—	—
24	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	1.06%	+4.24%	—
25	✓	Powershares Dynamic Otc	股票-其他	0.99%	—	—
26	ITA	Ishares U.s. Aerospace & Def	ETF-其他	0.86%	—	—
27	✓	Rydex ETF Trust	ETF-其他	0.72%	—	—
28	✓	Corporate Capital Trust	股票-其他	0.69%	—	—
29	✓	Powershares Qqq Trust Ser 1	股票-其他	0.66%	—	—
30	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.66%	—	—
31	SOXL	Direxion Daily Semiconductor Bull 3X Shares	股票-其他	0.65%	—	—
32	SKYY	First Trust Cloud Computing	ETF-其他	0.58%	+3.63%	—
33	VUG	Vanguard Growth ETF	ETF-其他	0.54%	-1.97%	EXIT
34	IWD	Ishares Russell 1000 Value E	ETF-其他	0.52%	-1.88%	EXIT
35	IYW	Ishares Ustechnology ETF	ETF-科技型	0.49%	—	—
36	IWB	Ishares Russell 1000 ETF	ETF-其他	0.48%	+0.61%	—
37	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.34%	—	—
38	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.34%	-0.59%	EXIT
39	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	0.31%	—	—
40	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	0.31%	-1.29%	EXIT
41	BND	Vanguard Total Bond Market	ETF-其他	0.31%	-1.36%	EXIT
42	ABBV	Abbvie INC	股票-醫療保健	0.31%	—	—
43	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.27%	-0.65%	EXIT
44	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.25%	-1.07%	EXIT
45	FXO	First Trust Financial Alphad	ETF-其他	0.25%	-0.51%	EXIT
46	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.24%	-2.00%	EXIT
47	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.23%	-1.21%	EXIT
48	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.22%	—	—
49	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.22%	—	—
50	AAPL	Apple INC	股票-科技	0.22%	—	—

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