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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

Barrington Strategic Wealth Management Group LLC 13F Holdings -- Portfolio & Top Positions (2017-09-30)

Barrington Strategic Wealth Management Group LLC (CIK 1483796) reported $198.3M across 105 reported positions in its SEC 13F filing for 2017-09-30. Largest positions: SPY ($17.9M, 9.04%), BSV ($15.5M, 7.83%), IEF ($8.9M, 4.47%), SHY ($8.0M, 4.03%), TIP ($7.3M, 3.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$17.9M9.04%71,360Trimmed
2BSVVANGUARD BD INDEX FD INC$15.5M7.83%194,480Added
3IEFISHARES TR$8.9M4.47%83,193Added
4SHYISHARES TR$8.0M4.03%94,740Trimmed
5TIPISHARES TR$7.3M3.67%64,140Added
6HEFAISHARES TR$6.3M3.18%218,057Added
7IEIISHARES TR$6.1M3.09%49,666Added
8SHPROSHARES TR$5.8M2.91%179,259Added
9MDYSPDR S&P MIDCAP 400 ETF TR$5.7M2.90%17,597Trimmed
10AAPLAPPLE INC$5.1M2.56%32,907Trimmed
11VYMVANGUARD WHITEHALL FDS INC$4.8M2.44%59,773Trimmed
12JPMJPMORGAN CHASE & CO$3.8M1.91%39,554Trimmed
13MSFTMICROSOFT CORP$3.3M1.69%44,917Trimmed
14TBFPROSHARES TR$3.3M1.65%146,202Trimmed
15ACWIISHARES TR$3.0M1.52%43,888Trimmed
16NEENEXTERA ENERGY INC$2.5M1.29%17,392Trimmed
17DISDISNEY WALT CO$2.5M1.25%25,157Trimmed
18MAMASTERCARD INCORPORATED$2.3M1.16%16,338Trimmed
19GEGENERAL ELECTRIC CO$2.2M1.12%91,480Trimmed
20HDHOME DEPOT INC$2.2M1.10%13,294Trimmed
21HUMHUMANA INC$2.2M1.09%8,853Trimmed
22WFCWELLS FARGO CO NEW$2.2M1.09%39,053Trimmed
23BNYBANK NEW YORK MELLON CORP$2.1M1.07%39,973Trimmed
24TLTISHARES TR$2.1M1.04%16,553Trimmed
25VODVODAFONE GROUP PLC NEW$2.0M1.01%70,667Trimmed

来源:SEC 13F 申报文件 · 截至 2017-09-30