CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 1252 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 | 24.20% | -0.61% | +0.99% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 12.69% | +0.77% | +22.87% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.47% | — | -0.28% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.18% | — | +4.29% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 4.68% | — | +6.94% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 4.32% | — | +2.50% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.15% | +0.03% | -7.67% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.90% | — | -0.07% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.37% | — | +4.84% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.23% | -0.08% | +2.95% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.13% | — | +0.08% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.94% | — | -4.60% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.73% | — | -41.53% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.71% | -0.48% | +1.85% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.44% | — | +3.61% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.35% | — | +1.99% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | — | -3.21% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.18% | — | +22.81% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.16% | — | -12.63% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.81% | — | -20.50% | |
| 21 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.67% | — | +2.52% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.66% | — | +9.37% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.20% | -42.43% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | -2.52% | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | +8.81% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.58% | — | +11.35% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.52% | -0.13% | -14.90% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | — | -0.49% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | — | +6.81% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.41% | — | -8.01% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.35% | — | -1.21% | |
| 32 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.32% | — | -4.90% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.32% | -0.77% | -43.94% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.27% | — | +7.79% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.25% | — | -6.71% | |
| 36 | O | Realty Income CORP | 股票-房地产 | 0.24% | — | +2385.37% | |
| 37 | WPC | Wp Carey INC | 股票-房地产 | 0.24% | — | +2708.30% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.24% | — | +5.51% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | — | +194.28% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.23% | — | -1.18% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.21% | — | -1.01% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.19% | — | +29.97% | |
| 43 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.18% | — | +19.89% | |
| 44 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.18% | — | +3.08% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.15% | — | -5.32% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.15% | — | -2.83% | |
| 47 | MAIN | Main Street Capital CORP | 股票-金融 | 0.14% | — | +20130.75% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.08% | +299.53% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.13% | — | -22.31% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.13% | — | +1.11% |