CIK: 0001357867
申报总市值
US$17.6亿
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 26.14% | -0.59% | +7.15% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 19.36% | -0.36% | -8.04% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 7.65% | -0.04% | +2.32% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.68% | — | +2.31% | |
| 5 | BCMUSD | Ipath Pure Beta Broad Cmdty | ETF-其他 | 4.63% | — | +2.58% | |
| 6 | ✓ | Powershares ETF Trust | ETF-其他 | 4.32% | — | -0.08% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.30% | -0.35% | +4.72% | |
| 8 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 4.25% | — | +2.64% | |
| 9 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 4.23% | — | +1.41% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 4.17% | — | +1.66% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.15% | — | +1.02% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 3.18% | — | -0.08% | |
| 13 | ✓ | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | 股票-其他 | 2.88% | — | -1.04% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.80% | — | +4.97% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | -0.01% | -14.53% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.51% | -0.01% | +1.35% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | -0.01% | -0.13% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | -0.01% | -1.15% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.41% | — | -11.33% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | +0.05% | +1.85% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.36% | — | -2.93% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | — | -5.29% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.29% | -0.01% | -0.26% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.19% | — | -6.37% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.19% | -0.02% | -1.33% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.19% | — | +5.16% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | -12.21% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.18% | -0.01% | -1.37% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.14% | — | — | |
| 30 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.12% | — | +187.49% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.08% | — | +0.10% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.07% | — | -15.78% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.05% | — | -0.35% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.05% | — | -2.23% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.04% | — | +1641.26% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.02% | — | +14.19% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.02% | +0.32% | -28.86% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.01% | — | -2.76% | |
| 39 | ✓ | iPath Bloomberg Commodity Inde | 股票-其他 | 0.01% | — | -32.44% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.01% | -0.03% | +1.04% | |
| 41 | GURU | Global X Guru Index ETF | ETF-大型股与成长 | 0.01% | — | — | |
| 42 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | — | — | +0.60% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | — | — | +1.24% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | — | — | -28.21% | |
| 45 | IOO | Ishares Global 100 ETF | ETF-其他 | — | — | +2.35% | |
| 46 | IYF | Ishares US Financials ETF | ETF-其他 | — | — | +5.00% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | — | — | — | |
| 48 | ✓ | Market Vectors ETF Tr | ETF-其他 | — | — | — |