CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 720 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 | 27.55% | — | +4.89% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 25.59% | -0.61% | +3.91% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.37% | — | +4.95% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.63% | — | +7.92% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.95% | — | +6.30% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.43% | -0.08% | -6.05% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.94% | — | +3.93% | |
| 8 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.91% | — | +7.98% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.47% | — | +8.37% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.03% | — | -9.12% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.66% | — | -2.66% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | -7.05% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.52% | — | -1.78% | |
| 14 | T | At&t INC | 股票-通信服务 | 0.49% | — | +4.84% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.47% | — | +2.12% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +8.44% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.45% | — | -10.78% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.44% | -0.13% | +0.18% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.09% | +32.36% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.30% | — | -0.58% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | +0.08% | +0.10% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | — | — | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.14% | — | +0.26% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.14% | -0.06% | -3.25% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | -0.20% | -4.98% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.13% | — | -0.17% | |
| 27 | VOYA | Voya Financial INC | 股票-金融 | 0.13% | — | — | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.12% | — | +0.14% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.12% | — | +91.42% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | +0.05% | -2.23% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | -0.37% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.10% | — | -12.71% | |
| 33 | MET | Metlife INC | 股票-金融 | 0.10% | — | +143948.47% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.10% | — | +6.00% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.09% | — | -2.20% | |
| 36 | WCN | Waste Connections INC | 股票-工业 | 0.09% | — | — | |
| 37 | IDV | Ishares International Select | ETF-其他 | 0.08% | — | -20.75% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.08% | — | +0.91% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.08% | — | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.08% | — | +1.65% | |
| 41 | EIX | Edison International | 股票-公用事业 | 0.08% | — | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.07% | — | — | |
| 43 | PCG | P G & E CORP | 股票-公用事业 | 0.07% | — | -1.22% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.07% | — | +3.35% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.07% | — | +0.53% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.07% | — | -4.76% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.06% | — | -2.60% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.06% | — | +0.04% | |
| 49 | BEN | Franklin Resources INC | 股票-金融 | 0.06% | — | -0.36% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.06% | — | -2.62% |