CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 639 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 | 50.24% | -0.61% | +1.50% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 8.06% | — | +4.20% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.47% | — | +25.21% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.73% | — | +36.91% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.63% | — | +0.91% | |
| 6 | IDV | Ishares International Select | ETF-其他 | 1.30% | — | +11.18% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.13% | +7.17% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.21% | — | +5.88% | |
| 9 | T | At&t INC | 股票-通信服务 | 1.19% | — | +2.95% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | — | +27.76% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.06% | — | +0.15% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.04% | — | -0.40% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.99% | -0.08% | +18.16% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.98% | — | +22.35% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.75% | +0.09% | +1.61% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | — | +23.05% | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.60% | — | +30.63% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.58% | — | +22.35% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.56% | — | +33.48% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | -0.06% | -1.43% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.55% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.08% | +29.07% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +170.38% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -17.12% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.41% | — | +14.05% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.40% | — | -2.05% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.37% | — | -1.83% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | — | +9.42% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.34% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | -0.20% | +3.79% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.32% | — | +23.37% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | +0.05% | +1.34% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.29% | — | +5.75% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.29% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.29% | — | +13.74% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | -0.97% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.28% | — | -6.12% | |
| 38 | MO | Altria Group INC | 股票-非周期性消费 | 0.26% | — | +0.90% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.26% | — | -10.30% | |
| 40 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.24% | — | +37.78% | |
| 41 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.24% | — | +12.52% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.24% | — | -2.66% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.24% | — | +9.21% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | +8.95% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.23% | — | +24.08% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.23% | — | +29.79% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.21% | — | +25.44% | |
| 48 | HPE | Hewlett-Packard Company | 股票-科技 | 0.20% | — | +5.53% | |
| 49 | EIX | Edison International | 股票-公用事业 | 0.20% | — | +1.51% | |
| 50 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.20% | — | -1.85% |