CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 742 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 | 28.37% | — | +9.66% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 24.68% | -0.61% | +4.19% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.76% | — | +5.37% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.41% | — | +7.86% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.95% | — | -1.11% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.79% | -0.08% | +89.03% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.09% | — | +2.53% | |
| 8 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.85% | — | +13.73% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.48% | — | +3.97% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.14% | — | -8.60% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.75% | — | -6.76% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.62% | — | -1.44% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.54% | — | -1.24% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.54% | — | -10.61% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.48% | — | +1.64% | |
| 16 | T | At&t INC | 股票-通信服务 | 0.46% | — | +2.81% | |
| 17 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +6.37% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.44% | -0.13% | -0.61% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | — | +0.78% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.09% | +10.15% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | +0.08% | +0.33% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | -0.06% | +1.23% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | -0.20% | +8.27% | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.14% | — | +1.15% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | -19.37% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.13% | — | +4.54% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | +0.05% | +1.95% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.13% | — | -57.38% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | +5.85% | |
| 30 | IDV | Ishares International Select | ETF-其他 | 0.11% | — | -7.38% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.11% | — | — | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.10% | — | -2.19% | |
| 33 | SUB | Ishares Short-term National | ETF-其他 | 0.10% | — | -2.23% | |
| 34 | MO | Altria Group INC | 股票-非周期性消费 | 0.09% | — | +6.30% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | — | +0.27% | |
| 36 | WCN | Waste Connections INC | 股票-工业 | 0.09% | — | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.09% | — | +7.63% | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.08% | — | — | |
| 39 | EIX | Edison International | 股票-公用事业 | 0.08% | — | -1.08% | |
| 40 | PCG | P G & E CORP | 股票-公用事业 | 0.08% | — | +27.52% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.07% | — | -28.27% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.07% | — | -0.78% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.07% | — | -0.33% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.07% | — | -0.81% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.07% | — | — | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.07% | — | +2.14% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.07% | — | -3.80% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.07% | — | +1.67% | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.07% | — | +3.24% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.06% | — | -23.47% |