CIK: 0001536430
申报总市值
US$11.4亿
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 11.70% | — | +6.10% | |
| 2 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 10.84% | — | +0.87% | |
| 3 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 8.35% | +0.24% | +3.87% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.99% | +0.36% | -1.57% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.95% | -0.05% | -4.66% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.73% | -0.14% | +14.59% | |
| 7 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 3.67% | — | +1.18% | |
| 8 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 3.64% | — | +2.82% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.88% | — | +0.77% | |
| 10 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 2.66% | — | +15.28% | |
| 11 | ✓ | 股票-其他 | 2.60% | — | +20.21% | ||
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.47% | +0.24% | +1.19% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.30% | — | +22.14% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.01% | +0.06% | -1.03% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.76% | — | -24.06% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.34% | -0.07% | +0.37% | |
| 17 | USB | US Bancorp | 股票-金融 | 1.32% | — | +0.59% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 1.31% | — | -0.15% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.31% | — | +47.95% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 0.89% | — | -4.05% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.17% | +2.72% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.10% | -33.05% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | +0.07% | -4.22% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.18% | -0.42% | |
| 25 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.74% | — | +6.26% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.72% | — | +10.98% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.11% | +17.44% | |
| 28 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.70% | — | +0.62% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | — | +0.66% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.64% | — | +3.00% | |
| 31 | CCI | Crown Castle INC | 股票-房地产 | 0.64% | — | -2.75% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.04% | -0.23% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | +0.10% | +2.18% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +2.65% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | — | +6.53% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | +1.39% | |
| 37 | AMP | Ameriprise Financial INC | 股票-金融 | 0.57% | — | +2.81% | |
| 38 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.56% | — | +0.19% | |
| 39 | BLKCHF | Blackrock INC | 股票-其他 | 0.55% | — | +2.41% | |
| 40 | F | Ford Motor Co | 股票-周期性消费 | 0.55% | — | +26.86% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.55% | — | +6.76% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | -0.12% | +1.05% | |
| 43 | PRU | Prudential Financial INC | 股票-金融 | 0.52% | -0.05% | +5.00% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.50% | — | +1.59% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.43% | — | -2.59% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.42% | -1.58% | -58.23% | |
| 47 | EELV | Invesco S&p Emerging Markets | ETF-新兴市场 | 0.35% | — | -21.95% | |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.34% | — | -17.48% | |
| 49 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 0.30% | — | -24.45% | |
| 50 | AFG | American Financial Group INC | 股票-金融 | 0.30% | — | — |