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 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 10.38% | — | +15.17% | |
| 2 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 7.37% | — | +307.92% | |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 7.02% | -0.06% | +210.60% | |
| 4 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 4.71% | — | — | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.21% | — | -30.62% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.04% | — | -4.58% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.84% | -0.01% | +5.87% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.50% | — | +4.00% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.24% | — | +1.92% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.99% | — | +5.88% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.82% | — | -19.73% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.81% | — | +4.88% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.73% | — | -11.22% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.65% | — | +2.56% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.64% | -0.05% | +106.35% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.60% | — | -1.06% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.50% | +0.01% | +111.77% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.35% | — | +1.96% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.31% | — | -0.25% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.25% | +0.07% | -0.63% | |
| 21 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.18% | — | +3.25% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.06% | — | -1.51% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.05% | — | +7.77% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.99% | — | +3.56% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.95% | — | +5.69% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.90% | — | +6.20% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.85% | — | -1.60% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.85% | +0.03% | +3.69% | |
| 29 | CERNCHF | Cerner CORP | 股票-其他 | 0.80% | — | -7.66% | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.75% | — | +1.26% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 0.75% | -0.06% | -0.33% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.75% | — | +3.66% | |
| 33 | ARCB | Arcbest CORP | 股票-其他 | 0.69% | — | — | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.69% | — | +4.35% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.63% | — | +14.09% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | +0.15% | +3.96% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.61% | — | +3.73% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | — | +9.93% | |
| 39 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.57% | — | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | — | +1.42% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | — | +2.04% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.52% | — | +8.86% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.04% | +1.02% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | +0.10% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | +2.80% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -1.06% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | +0.06% | -1.20% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | -0.24% | |
| 49 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.45% | — | +27.83% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.44% | — | -5.07% |