CIK: 0001596920
申报总市值
US$2.2亿
| # | 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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 16.11% | — | +1.48% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.11% | +1.76% | -9.00% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 12.42% | — | +29.24% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 9.28% | — | +92.23% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 8.57% | — | +5.38% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-其他 | 6.87% | — | -0.84% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 6.29% | -0.01% | -32.35% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.23% | — | +1.59% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.48% | — | +24.39% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.93% | — | +28.84% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.77% | — | +39.78% | |
| 12 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.80% | +0.35% | +12.47% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.97% | — | -1.80% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | — | -1.43% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | — | -0.53% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.66% | — | +47.42% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | — | -0.98% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | -0.11% | EXIT | |
| 19 | CAT | Caterpillar INC | 股票-工业 | 0.51% | +0.29% | +1.79% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.49% | — | +4.95% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.47% | — | -6.95% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.46% | +0.14% | — | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 0.43% | — | -8.79% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.38% | — | -0.36% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | -0.02% | — | |
| 26 | ✓ | Sxc Health Solutions | 股票-其他 | 0.34% | — | — | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.28% | — | — | |
| 28 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 0.26% | — | — | |
| 29 | USB | US Bancorp | 股票-金融 | 0.25% | — | +15.77% | |
| 30 | BBTUSD | Bb&t CORP | 股票-其他 | 0.24% | — | — | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.22% | — | -12.57% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.20% | — | — |