CIK: 0001484721
申报总市值
US$3.3亿
| # | 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 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 14.02% | +0.01% | -1.21% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.29% | -1.84% | -1.89% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 9.37% | +0.58% | -2.24% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.60% | — | -0.22% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 4.24% | -0.04% | -1.49% | |
| 6 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 3.68% | — | -3.81% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.30% | — | +2.26% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.91% | — | -1.81% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.66% | +0.12% | +5.46% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.60% | +0.15% | +0.91% | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 2.32% | +0.01% | +2.39% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.28% | — | -28.59% | |
| 13 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 2.24% | — | +0.70% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.24% | -3.31% | +41.03% | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.21% | — | +22.74% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.13% | -0.37% | +18.06% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.10% | -0.05% | +0.98% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 2.05% | -0.10% | +11.17% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.00% | +0.32% | +0.89% | |
| 20 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.86% | -0.06% | +516.05% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 1.86% | -0.15% | -30.73% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.64% | -0.11% | — | |
| 23 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.52% | — | +1143.48% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.47% | — | +0.32% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.20% | -0.06% | +6.39% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.01% | -0.27% | +8.31% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.93% | -1.16% | -9.53% | |
| 28 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.86% | +0.01% | -4.01% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.72% | +0.07% | +3.61% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.71% | — | -1.28% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.71% | +3.27% | -36.88% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.52% | +0.02% | — | |
| 33 | USCI | United States Commodity Inde | ETF-避险与商品 | 0.50% | — | -18.62% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | +4.94% | -76.61% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.41% | — | -5.39% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 0.39% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | — | — | |
| 38 | AXP | American Express Company | 股票-金融 | 0.34% | — | +0.26% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.27% | -0.24% | +1.67% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.27% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | — | -6.91% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.24% | — | +68.46% | |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.21% | — | — | |
| 44 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.21% | — | +7.07% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.15% | — | +25.23% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.15% | — | — | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.15% | — | — | |
| 49 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.14% | — | — | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.13% | +0.07% | -1.88% |