CIK: 0001569118
申报总市值
US$12.0亿
仅显示前 200 大持股（共 562 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 13.26% | — | +0.33% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 10.07% | — | -0.28% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.81% | -0.19% | +15.50% | |
| 4 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 9.62% | — | +8.79% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 4.64% | — | +38.71% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.84% | — | +4.56% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.23% | — | -14.94% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.13% | — | -2.92% | |
| 9 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.46% | — | +0.09% | |
| 10 | AFL | Aflac Incorporated | 股票-金融 | 2.42% | — | +4.19% | |
| 11 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 2.28% | — | +4.52% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.89% | — | -3.50% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.81% | -8.65% | -22.95% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.68% | — | +12.26% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.40% | +0.22% | +37.50% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.39% | — | -2.33% | |
| 17 | MDT | Medtronic plc | 股票-医疗保健 | 1.31% | -0.04% | -4.33% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.02% | +1.34% | |
| 19 | DSL | Doubleline Income Solutions | 股票-其他 | 0.71% | — | +27.27% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.62% | +0.03% | +1.46% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | — | -6.00% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | +154.81% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.57% | -0.36% | -4.28% | |
| 24 | AXP | American Express Company | 股票-金融 | 0.55% | — | -2.08% | |
| 25 | CF | Cf Industries Holdings INC | 股票-原材料 | 0.53% | +0.24% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | -2.83% | |
| 27 | GGG | Graco INC | 股票-工业 | 0.52% | — | -1.71% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.50% | — | -0.47% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | -0.52% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | +53.21% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | +0.20% | +247.33% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | — | +24.66% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.41% | — | -2.34% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | +1.02% | |
| 35 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.37% | — | +0.19% | |
| 36 | ✓ | Greenhaven Continuous Cmdty | 股票-其他 | 0.35% | — | -16.16% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.34% | — | -4.27% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.32% | — | -3.86% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | — | -2.86% | |
| 40 | AAPL | Apple Computer | 股票-科技 | 0.31% | — | +1.17% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | -0.03% | -1.15% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.28% | — | +1.51% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.27% | — | +21.71% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | -12.77% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.27% | — | +1.07% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.26% | -0.45% | +55.73% | |
| 48 | AMAT | Applied Materials, Inc. | 股票-科技 | 0.25% | — | -5.80% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.25% | — | +3.91% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.24% | — | — |