CIK: 0001569118
申报总市值
US$12.0亿
仅显示前 200 大持股（共 552 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.18% | — | +0.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.84% | -8.65% | +16.63% | |
| 3 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 10.41% | — | +3.28% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.36% | -0.19% | +4.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 9.31% | — | +7.19% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 3.83% | — | +15.78% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.75% | — | +19.93% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.73% | — | +10.28% | |
| 9 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.73% | — | +2.51% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.19% | — | +2.24% | |
| 11 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 2.07% | — | +6.23% | |
| 12 | MDT | Medtronic plc | 股票-医疗保健 | 1.80% | — | -1.19% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.48% | — | +4.40% | |
| 14 | AFL | Aflac Incorporated | 股票-金融 | 1.45% | — | +3.67% | |
| 15 | CF | Cf Industries Holdings INC | 股票-原材料 | 1.02% | +0.24% | — | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.94% | +0.22% | -0.17% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.02% | -0.52% | |
| 18 | AXP | American Express Company | 股票-金融 | 0.80% | — | -1.69% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.64% | — | -2.20% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.61% | — | -3.28% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.61% | — | +2.08% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | -1.22% | |
| 23 | ✓ | Greenhaven Continuous Cmdty | 股票-其他 | 0.55% | — | +2.53% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.51% | — | -3.51% | |
| 25 | GGG | Graco INC | 股票-工业 | 0.50% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | — | — | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.46% | +0.03% | +8.60% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | -0.36% | -3.20% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | -2.38% | |
| 30 | AAPL | Apple Computer | 股票-科技 | 0.42% | — | -8.73% | |
| 31 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.37% | — | -6.96% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.37% | — | -1.26% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.36% | — | +1.55% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.36% | — | — | |
| 35 | AMAT | Applied Materials, Inc. | 股票-科技 | 0.33% | — | -2.53% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.33% | — | -1.00% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | -5.97% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.30% | -0.03% | -0.68% | |
| 39 | ✓ | 股票-其他 | 0.29% | — | +13.73% | ||
| 40 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.29% | — | +5.44% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.28% | — | -12.69% | |
| 42 | ✓ | 股票-其他 | 0.28% | — | -4.13% | ||
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.27% | — | — | |
| 44 | BAX | Baxter International Inc. | 股票-医疗保健 | 0.23% | — | +15.81% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.21% | +0.02% | -6.97% | |
| 46 | ENB | Enbridge INC | 股票-能源 | 0.21% | — | -3.41% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.21% | — | — | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.21% | — | -2.25% | |
| 49 | AMZN | Amazon.com, Inc. | 股票-周期性消费 | 0.20% | — | -4.38% | |
| 50 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.20% | — | -13.14% |