CIK: 0001615135
申报总市值
US$4.0亿
| # | 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 | LOW | Lowe's Cos INC | 股票-周期性消费 | 23.85% | -0.83% | -0.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.14% | -0.49% | +4679.46% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.68% | +0.02% | +4.01% | |
| 4 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.47% | — | -32.48% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.17% | — | +1.63% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.09% | — | -9.13% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.92% | — | +7.84% | |
| 8 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 1.77% | — | +39.92% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 1.76% | — | +16.79% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.67% | — | +0.92% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.65% | — | -7.11% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.47% | — | +0.10% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.46% | — | -3.19% | |
| 14 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.18% | — | -0.95% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.12% | — | +3.01% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.12% | — | +35.19% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | +0.06% | +54.60% | |
| 18 | ✓ | Guggenheim | 股票-其他 | 1.00% | — | +3.99% | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.99% | — | +20.22% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | +15.53% | |
| 21 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.86% | — | +4.84% | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 0.85% | — | +2.30% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.78% | — | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.77% | — | — | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.73% | — | -56.02% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.73% | +0.06% | NEW | |
| 27 | MET | Metlife INC | 股票-金融 | 0.72% | — | +4.75% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | — | +33.61% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.71% | — | +53.22% | |
| 30 | ✓ | 股票-其他 | 0.71% | — | +9.54% | ||
| 31 | MMM | 3m Co | 股票-工业 | 0.70% | — | +82.12% | |
| 32 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.70% | — | +0.64% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | -0.37% | -8.15% | |
| 34 | ✓ | Rydex ETF Trust | ETF-其他 | 0.69% | — | +0.68% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | — | +45.87% | |
| 36 | ✓ | Guggenheim Russell Mcap | 股票-其他 | 0.64% | — | -19.01% | |
| 37 | ✓ | Mylan N V | 股票-其他 | 0.62% | — | +6.38% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.59% | — | -0.82% | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.58% | — | -5.23% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | +8.06% | |
| 41 | FICO | Fair Isaac CORP | 股票-科技 | 0.57% | — | +8.12% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | — | +9.13% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.57% | -0.13% | EXIT | |
| 44 | AXP | American Express Co | 股票-金融 | 0.56% | — | — | |
| 45 | TER | Teradyne INC | 股票-科技 | 0.51% | — | +13.70% | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.51% | — | +10.98% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | — | +16.35% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -0.11% | +21.48% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.50% | — | +1.67% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | +21.11% |