CIK: 0001596957
申报总市值
US$15.5亿
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 23.28% | — | +4.18% | |
| 2 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 19.61% | — | -18.99% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.53% | — | +6.70% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.73% | — | +1.52% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.85% | -0.01% | — | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.69% | — | — | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.07% | — | -0.88% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.78% | — | — | |
| 9 | CERNCHF | Cerner CORP | 股票-其他 | 1.73% | — | +1.74% | |
| 10 | MDT | Medtronic plc | 股票-医疗保健 | 1.29% | -0.06% | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.01% | +0.07% | -2.40% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.04% | -0.75% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.89% | — | +74.32% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.81% | — | -11.88% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | +0.06% | -4.36% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | — | -1.62% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.71% | — | +0.08% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | -1.46% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.64% | — | — | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.61% | — | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | — | +5.45% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | +1.35% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.55% | — | -0.66% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.53% | — | -3.22% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | +0.14% | -3.14% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | -24.19% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.44% | +0.04% | -16.43% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | — | -8.06% | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.43% | — | +32.24% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | +79.70% | |
| 31 | ARCB | Arcbest CORP | 股票-其他 | 0.40% | — | — | |
| 32 | COP | Conocophillips | 股票-能源 | 0.39% | — | -4.74% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | — | -11.45% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.39% | — | -8.71% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.39% | — | +3.33% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.38% | — | — | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.37% | — | -0.10% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.37% | — | -13.08% | |
| 39 | CLX | Clorox Company | 股票-非周期性消费 | 0.37% | — | +0.29% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.35% | +0.19% | +0.04% | |
| 41 | PLMKW | Plum Acquisition Corp. IV | 股票-其他 | 0.33% | — | +1.95% | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.33% | -0.06% | — | |
| 43 | ✓ | Rydex ETF Trust | ETF-其他 | 0.32% | — | — | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.32% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.32% | — | -6.41% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.32% | — | +0.29% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.31% | +0.15% | +67.41% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.30% | — | +8.04% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.29% | — | — | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.29% | — | +107.04% |