CIK: 0001492375
申报总市值
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仅显示前 200 大持股（共 392 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.07% | -4.63% | EXIT | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.86% | -6.34% | EXIT | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.27% | -5.31% | EXIT | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 4.65% | -4.94% | EXIT | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.57% | -3.81% | EXIT | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.00% | -3.41% | EXIT | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.84% | -2.33% | EXIT | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.31% | -1.88% | EXIT | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.21% | -3.36% | EXIT | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.20% | -1.86% | EXIT | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.81% | -3.20% | EXIT | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.56% | -1.76% | EXIT | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.49% | -1.58% | EXIT | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.40% | -2.16% | EXIT | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.28% | -1.44% | EXIT | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | -1.89% | EXIT | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.89% | EXIT | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.01% | — | -40.97% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.00% | -1.22% | EXIT | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.98% | -1.07% | EXIT | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.92% | -0.83% | EXIT | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | -0.62% | EXIT | |
| 23 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.84% | -0.64% | EXIT | |
| 24 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.81% | — | +0.91% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | -1.40% | EXIT | |
| 26 | MO | Altria Group INC | 股票-非周期性消费 | 0.79% | — | +1.42% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | -0.47% | EXIT | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.52% | EXIT | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.71% | -1.13% | EXIT | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | -0.62% | EXIT | |
| 31 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.67% | — | +4.25% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.65% | -0.49% | EXIT | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | — | +4.34% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | +1.08% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | -0.34% | EXIT | |
| 36 | NOC | Northrop Grumman CORP | 股票-工业 | 0.52% | — | +348.73% | |
| 37 | FXG | First Trust Consumer Staples | ETF-其他 | 0.48% | — | +109.02% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.35% | EXIT | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | -0.50% | EXIT | |
| 40 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.46% | — | +11.31% | |
| 41 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.46% | -0.41% | EXIT | |
| 42 | HON | Honeywell International INC | 股票-工业 | 0.45% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +22.35% | |
| 44 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.42% | — | +530.79% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.42% | — | -3.23% | |
| 46 | AFG | American Financial Group INC | 股票-金融 | 0.41% | — | +11.78% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | — | +452.46% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | — | +494.61% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.40% | -0.82% | EXIT | |
| 50 | GAB | Gabelli Equity Trust | 股票-其他 | 0.40% | — | +3.82% |