CIK: 0001543536
申报总市值
US$6.8亿
仅显示前 200 大持股（共 738 只）
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.18% | +0.25% | +1.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.13% | -0.25% | +0.46% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 6.09% | — | +1.39% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.95% | — | +0.41% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.88% | +0.26% | +1.41% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.58% | — | +3.43% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.08% | — | +1.24% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 3.53% | — | +2.43% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.29% | -0.14% | +2.04% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.01% | — | +2.08% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.65% | — | +3.30% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.49% | — | +2.05% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.48% | -0.24% | +1.67% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.42% | -0.14% | +1.14% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.70% | — | +3.07% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.09% | +2.47% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 1.27% | +0.07% | -0.02% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.23% | +0.09% | +1.91% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 1.12% | — | +2.93% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | +0.20% | +1.58% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | — | -0.01% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.00% | -0.11% | +3.45% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.00% | — | +5.21% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.96% | — | -0.67% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | -0.20% | +4.53% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.14% | +3.07% | |
| 27 | PPL | Ppl CORP | 股票-公用事业 | 0.83% | — | +3.06% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | — | +2.95% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.10% | -1.42% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.76% | — | +0.46% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.74% | — | +0.65% | |
| 32 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.72% | — | — | |
| 33 | T | At&t INC | 股票-通信服务 | 0.70% | — | -0.59% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.70% | — | +4.57% | |
| 35 | PENN | PENN Entertainment, Inc. | 股票-周期性消费 | 0.61% | — | -7.49% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.61% | — | +0.51% | |
| 37 | MTB | M & T Bank CORP | 股票-金融 | 0.56% | — | +0.03% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.51% | — | +1.01% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.19% | +6.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.09% | — | |
| 41 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.43% | -0.63% | EXIT | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.38% | — | -10.59% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | +0.07% | NEW | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.07% | -4.90% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.33% | — | -2.45% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | — | -1.80% | |
| 47 | ✓ | ETF Ser Solutions | 股票-其他 | 0.32% | — | +118.40% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.31% | — | -2.98% | |
| 49 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.31% | — | — | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.30% | — | +7.04% |