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
Tiedemann Wealth Management Holdings, LLC (CIK 1432976) reported $2.7M across 3 reported positions in its SEC 13F filing for 2017-06-30. Largest positions: PRF ($1.6M, 59.99%), XLP ($568,000, 21.16%), IJH ($506,000, 18.85%), AMJ ($0, 0.00%), AMZN ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRF | Powershares FTSE Rafi US 1k | $1.6M | 59.99% | 15,576 | Trimmed |
| 2 | XLP | Consumer Staples Select Sector | $568,000 | 21.16% | 10,331 | Trimmed |
| 3 | IJH | iShares Core S & P Midcap ETF | $506,000 | 18.85% | 2,907 | Trimmed |
| 4 | AMJ | JPMorgan Alerian MLP ETN | $0 | 0.00% | 0 | Exited |
| 5 | AMZN | Amazon Inc | $0 | 0.00% | 0 | Exited |
| 6 | DEEP | Deep Value ETF | $0 | 0.00% | 0 | Exited |
| 7 | DXJ | Wisdomtree Tr Japan Hedged Equity Fund | $0 | 0.00% | 0 | Exited |
| 8 | FEN | First Trust Energy Income & Growth | $0 | 0.00% | 0 | Exited |
| 9 | ITOT | iShares Core S&P TOT US | $0 | 0.00% | 0 | Exited |
| 10 | IVW | iShares S&P 500 Growth Index Fund | $0 | 0.00% | 0 | Exited |
| 11 | VNQ | Vanguard REIT | $0 | 0.00% | 0 | Exited |
| 12 | XLE | Energy Select Sector SPDR ETF | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2017-06-30