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
Lakeside Wealth Management Group, LLC (CIK 1693706) reported $2.9M across 8 reported positions in its SEC 13F filing for 2017-03-31. Largest positions: PACW ($616,000, 21.07%), VTI ($586,000, 20.04%), MINT ($557,000, 19.05%), PG ($355,000, 12.14%), EXC ($259,000, 8.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PACW | PACWEST BANCORP DEL | $616,000 | 21.07% | 14,363 | Hold |
| 2 | VTI | Vanguard Index Fds | $586,000 | 20.04% | 5,262 | Hold |
| 3 | MINT | Pimco | $557,000 | 19.05% | 5,490 | Hold |
| 4 | PG | Procter & Gamble Co | $355,000 | 12.14% | 3,960 | Hold |
| 5 | EXC | Exelon Corp | $259,000 | 8.86% | 7,788 | Hold |
| 6 | RTX | United Technologies Corp | $244,000 | 8.34% | 2,399 | Hold |
| 7 | GE | General Electric Co | $202,000 | 6.91% | 6,813 | Hold |
| 8 | JPC | Nuveen | $105,000 | 3.59% | 10,500 | Hold |
| 9 | GNL | Global Net Lease Inc | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2017-03-31