CIK: 0001512581
申报总市值
US$53.7亿
仅显示前 200 大持股（共 403 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.98% | +1.18% | +2.17% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.99% | — | +5.24% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.57% | — | +7.13% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.98% | -0.49% | +2.73% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-其他 | 6.79% | — | -6.84% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.61% | -0.46% | +7.22% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.37% | — | -0.04% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.91% | — | +1.97% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.92% | — | +1.29% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.73% | — | +9.63% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.66% | — | -0.71% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.66% | — | +2.77% | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.41% | — | +74.53% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.37% | -0.16% | +2.16% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.28% | -0.03% | +6.81% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.26% | — | -0.12% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.54% | — | -19.36% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.52% | +0.11% | -1.82% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.46% | — | +71.93% | |
| 20 | IDV | Ishares International Select | ETF-其他 | 0.46% | — | -0.58% | |
| 21 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.43% | — | -5.08% | |
| 22 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股与成长 | 0.41% | — | -2.06% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.40% | — | +3.31% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.37% | +0.02% | — | |
| 25 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 0.36% | — | +6.44% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.35% | — | -3.72% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.33% | +0.02% | -2.43% | |
| 28 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.33% | — | -2.68% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.31% | — | -4.31% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | +11.98% | |
| 31 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.30% | — | +0.51% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.29% | — | -3.02% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | — | -2.27% | |
| 34 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.28% | — | -0.10% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.28% | — | +8.90% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.27% | +0.02% | -25.32% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.26% | — | -2.92% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | — | +5.75% | |
| 39 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.25% | — | -4.10% | |
| 40 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.24% | — | -1.54% | |
| 41 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.24% | — | -7.24% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.23% | +0.14% | — | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.23% | — | -9.90% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.23% | — | +0.95% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | — | +4.41% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.22% | — | +39.36% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.22% | — | -0.37% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.21% | +0.02% | -6.01% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | -3.56% | |
| 50 | KHC | The Kraft Heinz Company | 股票-非周期性消费 | 0.20% | — | -5.85% |