CIK: 0001683046
申报总市值
US$2264.0万
| # | 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 | WK | Workiva INC | 股票-科技 | 35.29% | -0.40% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.60% | -0.35% | -3.12% | |
| 3 | IDV | Ishares International Select | ETF-其他 | 4.01% | -0.18% | -12.35% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.88% | — | +25.09% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.69% | +0.81% | +15.46% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.37% | -0.15% | -6.97% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.01% | -2.34% | EXIT | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.91% | -0.43% | +11.87% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.38% | +1.58% | +10.63% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 2.36% | -0.06% | +3.35% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.35% | +2.30% | +18.46% | |
| 12 | ✓ | Powershares | 股票-其他 | 2.28% | — | -5.38% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.02% | -0.02% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.92% | +0.24% | +64.72% | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 1.82% | -0.08% | +9.44% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.66% | — | +3.24% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.57% | -0.50% | — | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.47% | — | -50.72% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.39% | +0.09% | — | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.38% | -0.01% | -20.36% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.34% | -0.29% | — | |
| 22 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.25% | — | -5.17% | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.25% | -1.04% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | -0.37% | — | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.06% | — | -53.30% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | +92.11% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | -19.67% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.96% | — | -1.04% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.92% | — | -2.19% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | -1.42% | EXIT | |
| 31 | EMR | Emerson Electric Co | 股票-工业 | 0.85% | -0.02% | — | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.83% | — | +13.24% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.02% | -11.60% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | — | -29.94% | |
| 35 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.70% | — | -5.56% | |
| 36 | ✓ | Powershares Dynamic Large Cap | 股票-其他 | 0.65% | — | — | |
| 37 | GUT | Gabelli Utility Trust | 股票-其他 | 0.23% | -0.35% | EXIT |