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 | 5.26% | — | -1.82% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.40% | +0.06% | -1.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.15% | -0.31% | +1.33% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.88% | -0.05% | +0.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.57% | +0.06% | +0.00% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.46% | — | +0.15% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.39% | — | +68.70% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 2.91% | +0.15% | +127.84% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.66% | — | +2.48% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.58% | — | +5.07% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.58% | +0.12% | +1.28% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.32% | -0.12% | +2.57% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.26% | +0.01% | +0.05% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.23% | -0.11% | +3.08% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.22% | -0.20% | +0.52% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.20% | — | +12.28% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.19% | — | +2.19% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 2.14% | -0.02% | -1.42% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.08% | -0.11% | +6.76% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.07% | +0.18% | +0.20% | |
| 21 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.05% | — | +1.29% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.94% | — | +2.83% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.68% | -0.03% | +2.09% | |
| 24 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.67% | — | +0.32% | |
| 25 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.42% | — | -0.03% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 1.36% | — | -0.92% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.32% | +0.04% | +0.13% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.24% | — | +0.35% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.12% | — | +4.44% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.04% | -0.09% | +8.93% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | +0.12% | -14.59% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | +0.12% | +14.51% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.84% | — | +24.08% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.82% | — | -69.89% | |
| 35 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.79% | — | +0.51% | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.75% | — | -1.34% | |
| 37 | IGE | Ishares North American Natur | ETF-其他 | 0.71% | — | +5.10% | |
| 38 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.69% | — | — | |
| 39 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.67% | — | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -1.73% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | -13.15% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | — | +0.27% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.53% | — | +7.62% | |
| 44 | ✓ | Powershares | 股票-其他 | 0.48% | — | — | |
| 45 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.47% | — | -4.93% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | — | +3.06% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | -4.77% | |
| 49 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.42% | +0.02% | -21.21% | |
| 50 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.42% | — | +0.68% |