CIK: 0001583104
申报总市值
US$2.3亿
| # | 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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 5.49% | — | -5.69% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 4.20% | — | +0.81% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.81% | — | +4.45% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.68% | +0.06% | +0.25% | |
| 5 | ✓ | Powershares | 股票-其他 | 3.50% | — | -6.58% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 3.35% | — | +0.78% | |
| 7 | IGOV | Ishares International Treasu | ETF-其他 | 3.23% | — | — | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.21% | -0.05% | +2.83% | |
| 9 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 3.19% | — | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 3.10% | +0.06% | +5.25% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.09% | — | +0.20% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.97% | -0.31% | +6.35% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.76% | — | -2.89% | |
| 14 | FXU | First Trust Utilities Alphad | ETF-其他 | 2.52% | — | -9.08% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.08% | +0.12% | +0.83% | |
| 16 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.07% | — | +0.12% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.04% | — | +9.87% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.91% | +0.01% | -1.81% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.81% | +0.18% | +0.25% | |
| 20 | FXG | First Trust Consumer Staples | ETF-其他 | 1.76% | — | -5.96% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | -0.02% | +9.92% | |
| 22 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.70% | +0.02% | -12.63% | |
| 23 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 1.70% | — | -6.56% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.61% | -0.11% | +7.05% | |
| 25 | FXD | First Trust Consumer Discret | ETF-其他 | 1.59% | — | -13.28% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.53% | -0.20% | +2.92% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 1.49% | — | -2.42% | |
| 28 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.45% | — | +13.72% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.38% | -0.12% | +33.62% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 1.31% | — | +9.75% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.25% | — | -2.49% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.07% | +0.12% | +0.42% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.04% | -0.03% | +6.96% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.04% | +0.04% | +5.29% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.88% | — | +15.58% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | — | +7.38% | |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.72% | — | -1.79% | |
| 38 | ✓ | Powershares | 股票-其他 | 0.70% | — | -9.01% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.61% | — | +1.02% | |
| 40 | IGE | Ishares North American Natur | ETF-其他 | 0.61% | — | +25.09% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.61% | +0.07% | +0.56% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | — | +1.60% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | +0.03% | |
| 44 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.51% | — | +2.16% | |
| 45 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.51% | — | -17.61% | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.50% | — | +8.12% | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.46% | — | +29.19% | |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.44% | — | -2.44% | |
| 49 | GYLD | Arrow Dow Jones Global Yield | ETF-其他 | 0.38% | — | +0.69% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.37% | — | +33.52% |