CIK: 0001446114
申报总市值
US$47.0亿
仅显示前 200 大持股（共 413 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 | TFSL | Tfs Financial CORP | 股票-其他 | 3.26% | — | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.52% | — | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.30% | — | — | |
| 4 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 2.20% | — | — | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 2.06% | — | — | |
| 6 | HUBB | Hubbell Incorporated | 股票-工业 | 2.01% | — | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.97% | — | — | |
| 8 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.75% | — | — | |
| 9 | RUSHB | Rush Enterprises INC - Cl B | 股票-其他 | 1.47% | — | — | |
| 10 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 1.45% | — | — | |
| 11 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 1.42% | — | — | |
| 12 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.33% | — | — | |
| 13 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 1.21% | — | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.21% | — | — | |
| 15 | VDE | Vanguard Energy ETF | ETF-其他 | 1.16% | — | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | — | — | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.06% | — | — | |
| 18 | VAW | Vanguard Materials ETF | ETF-其他 | 1.05% | — | — | |
| 19 | ETJ | Eaton Vance Rsk-mgd Divers | 股票-其他 | 1.05% | — | — | |
| 20 | ✓ | 股票-其他 | 1.02% | — | — | ||
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.01% | — | — | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.95% | — | — | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.48% | — | |
| 24 | ✓ | Sauer-danfoss INC | 股票-其他 | 0.91% | — | — | |
| 25 | ✓ | Websense INC Com | 股票-其他 | 0.86% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.85% | — | — | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.84% | — | — | |
| 28 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.84% | — | — | |
| 29 | ✓ | Netspend Holdings | 股票-其他 | 0.79% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.77% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.74% | — | — | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | — | |
| 35 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 0.69% | — | — | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | — | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | — | |
| 39 | T | At&t INC | 股票-通信服务 | 0.60% | — | — | |
| 40 | ✓ | Albany Molecular Research Inc | 股票-其他 | 0.59% | — | — | |
| 41 | CTB | Cooper Tire & Rubber | 股票-其他 | 0.58% | — | — | |
| 42 | URNM | Sprott Uranium Miners ETF | ETF-其他 | 0.58% | — | — | |
| 43 | SVVC | Firsthand Technology Value | 股票-其他 | 0.56% | — | — | |
| 44 | ZEPP | Zepp Health Corporation | 股票-其他 | 0.55% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | — | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | — | |
| 47 | GLW | Corning INC | 股票-科技 | 0.54% | — | — | |
| 48 | SPE | Special Opportunities Fund | 股票-其他 | 0.51% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | — | |
| 50 | ✓ | AbbVie Inc. | 股票-其他 | 0.48% | -0.13% | — |