CIK: 0001570251
申报总市值
US$3.0亿
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 35.51% | — | +0.18% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.47% | — | -0.55% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.86% | — | -47.55% | |
| 4 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 5.42% | — | -0.63% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.85% | — | +2.29% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.46% | — | -3.87% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.22% | — | -2.74% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.12% | — | -1.51% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.59% | — | -0.00% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.36% | — | -2.31% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 3.26% | — | -1.53% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.94% | — | +0.31% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.90% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.95% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | — | -11.22% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.79% | — | +10.24% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.32% | — | -2.96% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | — | -0.08% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | — | -0.09% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.99% | — | -4.27% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.94% | — | -4.22% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.35% | — | -15.61% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.34% | — | — | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.30% | — | -15.49% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.15% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.15% | — | +12.75% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.15% | — | — | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.14% | — | +2.01% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.13% | — | — | |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.13% | — | — | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.12% | — | — | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.09% | — | — |