CIK: 0001539338
申报总市值
US$5.7亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 21.38% | — | +2.38% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 15.48% | — | +9.84% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 14.01% | — | +7.24% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 9.42% | — | +14.28% | |
| 5 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 7.57% | — | +17.34% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 7.50% | — | -5.01% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 3.50% | — | -4.08% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.88% | — | -2.21% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 2.78% | — | -1.66% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.36% | — | -8.16% | |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.05% | — | -2.07% | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.90% | — | +3.04% | |
| 13 | AAPL | Apple INC | 股票-科技 | 0.79% | — | -0.17% | |
| 14 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投资级公司债 | 0.73% | — | +7.69% | |
| 15 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.70% | — | +10.39% | |
| 16 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.57% | — | +10.79% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.55% | — | — | |
| 18 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.55% | — | +5.64% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | -17.48% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.50% | — | — | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.45% | — | +57.16% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | — | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.39% | — | +0.53% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | — | +23.37% | |
| 25 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.34% | — | -14.84% | |
| 26 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.34% | — | -3.25% | |
| 27 | UTXZ | United Tech CORP | 股票-其他 | 0.33% | — | +0.92% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | -14.28% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | -43.30% | |
| 30 | MMM | 3m Co | 股票-工业 | 0.26% | — | — | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.23% | — | -36.11% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | — | +0.02% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.20% | — | — | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.16% | — | +1.92% | |
| 35 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.15% | — | — | |
| 36 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.15% | — | — | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.15% | — | -3.79% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.15% | — | -24.71% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.14% | — | +6.29% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | — | +5.79% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.14% | — | +15.14% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.14% | — | +26.73% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.14% | — | +1.17% | |
| 44 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.13% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | — | — | |
| 46 | BAX | Baxter International INC | 股票-医疗保健 | 0.11% | — | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.11% | — | -21.73% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.11% | — | +2.78% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.09% | — | — | |
| 50 | EPD | Enterprise Products Partners | 股票-能源 | 0.09% | — | +0.12% |