CIK: 0001446114
申报总市值
US$47.0亿
仅显示前 200 大持股（共 2304 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 | KSS | Kohls CORP | 股票-周期性消费 | 4.33% | — | +1.90% | |
| 2 | FWRDUSD | Forward Air CORP | 股票-其他 | 4.02% | — | +1.51% | |
| 3 | GPRE | Green Plains INC | 股票-其他 | 3.18% | +0.61% | +417.97% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.83% | -0.05% | -12.05% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.32% | -0.22% | +0.78% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.48% | +2.22% | |
| 7 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-其他 | 1.59% | — | +18.60% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.58% | — | -0.00% | |
| 9 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.27% | -0.19% | +3.40% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.22% | — | +5.18% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | — | +3.55% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | -0.14% | +3.23% | |
| 13 | ✓ | Berry Plastics Group | 股票-其他 | 0.98% | — | +6.07% | |
| 14 | HON | Honeywell International INC | 股票-工业 | 0.98% | +0.18% | +3.09% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 0.96% | — | +5.84% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.96% | -0.11% | +2.87% | |
| 17 | ✓ | Broadcom Inc. | 股票-其他 | 0.88% | -0.40% | +3.65% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.87% | — | -7.08% | |
| 19 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.87% | — | +9.22% | |
| 20 | ✓ | AbbVie Inc. | 股票-其他 | 0.86% | -0.13% | +12.35% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.85% | — | +3.14% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.28% | +3.11% | |
| 23 | LHX | L3harris Technologies INC | 股票-工业 | 0.75% | — | +0.69% | |
| 24 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.74% | — | +3.08% | |
| 25 | ✓ | Eaton Corporation plc | 股票-其他 | 0.74% | — | +2.23% | |
| 26 | CFG | Citizens Financial Group | 股票-金融 | 0.74% | — | +2.63% | |
| 27 | ✓ | Accenture plc | 股票-其他 | 0.73% | -0.17% | +7.45% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.73% | — | -18.12% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | +2.87% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.70% | -0.07% | +0.38% | |
| 31 | BCOREUR | Blucora INC | 股票-其他 | 0.67% | — | +1.89% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.66% | — | -12.72% | |
| 33 | HLI | Houlihan Lokey INC | 股票-金融 | 0.65% | -0.33% | +0.44% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | +0.80% | |
| 35 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.64% | — | +2.17% | |
| 36 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.63% | — | +3.50% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +0.80% | |
| 38 | BLKCHF | Blackrock INC | 股票-其他 | 0.60% | — | +2.68% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +2.44% | |
| 40 | ✓ | Wyndham Hotels & Resorts, Inc. | 股票-其他 | 0.59% | — | +8.42% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | +2.94% | |
| 42 | EMN | Eastman Chemical Co | 股票-原材料 | 0.58% | — | +56.53% | |
| 43 | DFSEUR | Discover Financial Services | 股票-其他 | 0.58% | — | +2.57% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.55% | — | +2.89% | |
| 45 | ✓ | Onespan INC | 股票-其他 | 0.53% | — | +3.56% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | +3.54% | |
| 47 | ✓ | Medtronic plc | 股票-其他 | 0.52% | — | +2.97% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | +0.76% | |
| 49 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.50% | +0.14% | +12.62% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | -0.10% | -0.25% |