CIK: 0001367786
申报总市值
US$1.7亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 42.87% | — | -1.33% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 12.81% | — | -11.63% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 10.14% | — | -0.60% | |
| 4 | SYTUSD | Syngenta Ag-adr | 股票-其他 | 6.10% | — | +20.17% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.48% | — | — | |
| 6 | ✓ | Proshares | 股票-其他 | 2.89% | — | — | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.15% | — | -7.28% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.03% | — | -2.55% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.58% | — | -4.41% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | — | -1.46% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | — | +1.27% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | — | -0.07% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | — | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.11% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | -0.06% | |
| 16 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.97% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | +1.04% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.58% | — | -6.67% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | -0.19% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | -2.96% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | — | — | |
| 23 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.44% | — | — | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.44% | — | -0.85% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 0.42% | — | — | |
| 26 | USB | US Bancorp | 股票-金融 | 0.37% | — | -3.41% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.37% | — | -0.19% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.28% | — | — | |
| 29 | RTN1USD | Raytheon Company | 股票-其他 | 0.28% | — | +0.50% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | +0.04% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | — | +0.56% | |
| 33 | BDC | Belden INC | 股票-科技 | 0.25% | — | +0.97% | |
| 34 | GSBC | Great Southern Bancorp INC | 股票-其他 | 0.25% | — | — | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.23% | — | — | |
| 36 | POL4EUR | Polyone Corporation | 股票-其他 | 0.23% | — | — | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.22% | — | +0.30% | |
| 38 | ✓ | Exco Resources INC | 股票-其他 | 0.01% | — | — |