CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 636 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 51.69% | -0.61% | -6.09% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 8.06% | — | -1.59% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.81% | — | -5.04% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.71% | — | -6.07% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | — | +81.19% | |
| 6 | IDV | Ishares International Select | ETF-其他 | 1.27% | — | -26.53% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.23% | — | -21.07% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.21% | -0.13% | -3.38% | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.12% | — | +0.10% | |
| 10 | T | At&t INC | 股票-通信服务 | 1.10% | — | +0.65% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.10% | — | -0.64% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | +63.15% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.88% | -0.08% | +45.51% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.84% | — | +46.94% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.09% | -4.34% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | -0.06% | -3.59% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.58% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -0.24% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | +50.62% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.50% | — | +61.82% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.48% | — | +61.45% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.43% | — | +19.38% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.08% | -8.60% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.42% | — | +60.03% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | — | +24.97% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.38% | — | -82.50% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | +393.97% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.34% | — | -4.12% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | +0.05% | +3.72% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.32% | — | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | -0.20% | -0.91% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.31% | — | -86.07% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | +15.18% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.30% | — | +6.29% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.27% | — | +5.22% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.27% | — | +135.97% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.27% | — | -7.44% | |
| 38 | AVAZ | 2x Avalanche ETF | ETF-其他 | 0.27% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.27% | — | -4.54% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.26% | — | -16.32% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | +12.34% | |
| 42 | EIX | Edison International | 股票-公用事业 | 0.23% | — | +0.09% | |
| 43 | PCG | P G & E CORP | 股票-公用事业 | 0.23% | — | +0.14% | |
| 44 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.22% | — | +12.84% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.21% | — | +33.01% | |
| 46 | HPE | Hewlett-Packard Company | 股票-科技 | 0.21% | — | -2.06% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.21% | — | +1.07% | |
| 48 | BEN | Franklin Resources INC | 股票-金融 | 0.21% | — | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.21% | — | +1.25% | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.20% | — | +2.47% |