CIK: 0001641440
申报总市值
US$2.8亿
| # | 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 | GUNR | Flexshares Global Upstream N | ETF-其他 | 13.74% | — | +6.44% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 12.19% | — | +2.44% | |
| 3 | USB | US Bancorp | 股票-金融 | 10.17% | — | -0.01% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 8.71% | — | -2.20% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.83% | — | -1.85% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.85% | — | +3.10% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.80% | — | +3.62% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.33% | — | -1.28% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.80% | — | +2.53% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.14% | — | +5.53% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.23% | — | -5.86% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.23% | — | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.99% | — | +0.85% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.41% | — | -0.85% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | — | +1.11% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.31% | — | -3.61% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.17% | — | +10.65% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.15% | — | -2.71% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.14% | — | +4.87% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.05% | — | -1.08% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.95% | — | -8.44% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.92% | — | +12.06% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.80% | — | -0.54% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.72% | — | -21.30% | |
| 25 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.70% | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.70% | — | +13.78% | |
| 27 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.56% | — | +28.17% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | — | +0.04% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.40% | — | +0.12% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.40% | — | -10.89% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.39% | — | — | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.34% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | — | -3.23% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.32% | — | +0.05% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | +0.05% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.30% | — | — | |
| 38 | MMM | 3m Co | 股票-工业 | 0.28% | — | +0.21% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.28% | — | — | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.27% | — | -2.69% | |
| 41 | ✓ | Citizens First CORP | 股票-其他 | 0.25% | — | — | |
| 42 | C | Citigroup INC | 股票-金融 | 0.21% | — | +5.93% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.21% | — | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.20% | — | — | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.19% | — | +0.20% | |
| 46 | ✓ | Guggenheim | 股票-其他 | 0.19% | — | +1.81% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | — | +0.36% | |
| 48 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.17% | — | — | |
| 49 | ✓ | Rydex ETF Trust | ETF-其他 | 0.17% | — | — | |
| 50 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.16% | — | — |