CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 685 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 27.61% | — | +26.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 24.30% | -0.61% | +18.28% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.78% | — | +26.37% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.44% | — | +38.01% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.28% | -0.08% | +3.36% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.06% | — | -23.70% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.00% | — | +7.81% | |
| 8 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.67% | — | +79.25% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.39% | — | -5.41% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.32% | — | -15.40% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.79% | — | -0.93% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.68% | — | +20.97% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.61% | — | -44.16% | |
| 14 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.58% | — | -6.29% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | — | +49.99% | |
| 16 | T | At&t INC | 股票-通信服务 | 0.51% | — | +3.00% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.40% | -0.13% | -1.77% | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.39% | — | +0.08% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.32% | — | -81.89% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | — | -4.94% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.09% | -2.23% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.08% | +1.29% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | — | +9.79% | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.15% | — | -3.14% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | — | +6.97% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | -0.06% | -3.67% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | +0.05% | +9.40% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.13% | — | -82.94% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | -0.20% | +1.95% | |
| 30 | IDV | Ishares International Select | ETF-其他 | 0.12% | — | -35.74% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.12% | — | +0.02% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | +25.32% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.12% | — | -82.45% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.12% | — | +60.49% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.11% | — | +23.44% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.10% | — | -3.83% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.10% | — | -8.22% | |
| 38 | EIX | Edison International | 股票-公用事业 | 0.09% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | — | +0.91% | |
| 40 | WCN | Waste Connections INC | 股票-工业 | 0.09% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.09% | — | +8.61% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.08% | — | -28.86% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.08% | — | +0.04% | |
| 44 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.08% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.08% | — | +17.30% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.07% | — | -32.80% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.07% | — | -25.00% | |
| 48 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.07% | — | +0.24% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.07% | — | +1.92% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.07% | — | +1.17% |