CIK: 0001501902
申报总市值
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| # | 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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 6.09% | — | +4.47% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.58% | — | +3.81% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.05% | — | +6.35% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.00% | — | +5.89% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.96% | — | +5.13% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.87% | — | +5.63% | |
| 7 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.76% | — | +4.90% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.95% | — | +1.77% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.31% | — | +4.94% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.95% | — | +10.08% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.90% | — | +4.97% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.84% | — | +1.30% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.83% | — | -9.58% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.76% | — | +1.08% | |
| 15 | MBB | Ishares Mbs ETF | ETF-其他 | 1.53% | — | +11.54% | |
| 16 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 1.46% | — | +3.76% | |
| 17 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.32% | — | -1.70% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.31% | — | +0.26% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.22% | — | +1.72% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.22% | — | +26.39% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.09% | — | +6.74% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.92% | — | +1.50% | |
| 23 | EBND | State Street Spdr Bloomberg | ETF-其他 | 0.86% | — | +8.61% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | — | +0.24% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.81% | — | +9.16% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | +3.98% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | -0.79% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.72% | — | -2.78% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | — | +3.34% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.71% | — | +0.37% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | -0.15% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | +3.50% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.66% | — | +2.57% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | — | +2.09% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | — | +3.62% | |
| 36 | BBTUSD | Bb&t CORP | 股票-其他 | 0.64% | — | +3.90% | |
| 37 | UTXZ | United Tech CORP | 股票-其他 | 0.64% | — | +2.81% | |
| 38 | ES | Eversource Energy | 股票-公用事业 | 0.64% | — | +1.00% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | — | +0.79% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | +3.91% | |
| 41 | VFC | Vf CORP | 股票-周期性消费 | 0.60% | — | +0.82% | |
| 42 | BCE | Bce INC | 股票-通信服务 | 0.59% | — | +3.67% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | — | |
| 44 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.58% | — | +158.39% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | -0.10% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.57% | — | +1.73% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | -4.96% | |
| 48 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.56% | — | +1.97% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.56% | — | +0.99% | |
| 50 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.56% | — | +122.29% |