CIK: 0001651960
申报总市值
US$2.8亿
| # | 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 | KO | Coca-cola Co/the | 股票-非周期性消费 | 13.20% | +1.25% | -13.69% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 8.22% | — | +1.26% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 7.52% | — | +8.25% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.82% | -0.37% | +4.77% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.91% | — | +2.60% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.58% | — | +790.95% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.34% | — | +80.52% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.93% | — | -1.61% | |
| 9 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 2.15% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.11% | — | +26.29% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.80% | — | +167.21% | |
| 12 | CELH | Celsius Holdings INC | 股票-非周期性消费 | 1.73% | — | — | |
| 13 | MO | Altria Group INC | 股票-非周期性消费 | 1.45% | — | — | |
| 14 | AON | Aon plc | 股票-金融 | 1.30% | — | — | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.27% | — | — | |
| 16 | KMX | Carmax INC | 股票-周期性消费 | 1.26% | — | — | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.18% | — | — | |
| 18 | MMM | 3m Co | 股票-工业 | 1.16% | — | +3.92% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.08% | — | +1.10% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.99% | — | -0.94% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | -1.55% | -4.39% | |
| 22 | BBTUSD | Bb&t CORP | 股票-其他 | 0.84% | — | -2.83% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.81% | — | +0.35% | |
| 24 | ATMP | Ipath Select Mlp Etn | ETF-其他 | 0.78% | — | +1.42% | |
| 25 | ✓ | Invesco Intl Developed Low Vol | 股票-其他 | 0.75% | — | +21.68% | |
| 26 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.74% | — | -1.67% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | -1.78% | |
| 28 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.70% | — | — | |
| 29 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 0.70% | — | -1.50% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.70% | — | -1.67% | |
| 31 | TMLP | Tortoise MLP ETF | ETF-其他 | 0.70% | — | +2.57% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | -0.26% | -1.14% | |
| 33 | XLB | Ss Materials Select Sector | ETF-其他 | 0.64% | — | -1.09% | |
| 34 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.64% | — | -0.93% | |
| 35 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.63% | — | -1.64% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.62% | — | — | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.61% | — | -0.95% | |
| 38 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.61% | — | -0.22% | |
| 39 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.60% | — | -1.43% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | — | -0.08% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.60% | — | -0.86% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.60% | — | -0.12% | |
| 43 | FLO | Flowers Foods INC | 股票-非周期性消费 | 0.60% | — | +0.95% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.59% | — | -0.52% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | -0.30% | +14.02% | |
| 46 | BSL | Blackstone Snr Fltng Rt | 股票-其他 | 0.59% | — | -7.16% | |
| 47 | SFLY | Shutterfly LLC | 股票-其他 | 0.58% | — | -0.00% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.57% | — | +0.25% | |
| 49 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.56% | — | +26.07% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.25% | +0.09% |