CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 546 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.18% | -0.26% | +4.77% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.01% | — | +1.15% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.44% | — | +2.94% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.35% | — | +16.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.11% | — | +3.18% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.58% | +0.21% | +14.91% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.39% | — | -11.57% | |
| 8 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 2.30% | — | -0.19% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.65% | +0.09% | +2.53% | |
| 10 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 1.65% | — | +1.33% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.40% | — | +2.74% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.35% | — | +13.48% | |
| 13 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 1.34% | — | +2.52% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | +0.14% | +7.04% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 1.21% | — | +1.06% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.13% | +0.16% | +28.29% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.05% | -0.35% | +6.22% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.01% | — | +3.46% | |
| 19 | EPR | Epr Properties | 股票-房地产 | 1.01% | — | +2206.41% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.00% | — | -3.10% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.97% | — | +2.66% | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.95% | — | -6.14% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | — | +17.89% | |
| 24 | MPLX | Mplx LP | 股票-能源 | 0.89% | — | -0.03% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | +0.08% | +9.71% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.79% | — | -5.40% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -0.51% | |
| 28 | WMB | Williams Cos INC | 股票-能源 | 0.72% | — | +0.23% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.70% | — | +20.23% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.70% | — | +9.99% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.64% | — | +14.27% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.59% | — | +1.30% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | -8.37% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.10% | +13.76% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | -0.60% | +34.37% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | -0.09% | +8.94% | |
| 37 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.51% | — | +278.12% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | -18.72% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.48% | — | +14.35% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | +4.40% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | +8.16% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | — | +4.85% | |
| 43 | PEN | Penumbra INC | 股票-医疗保健 | 0.44% | — | — | |
| 44 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.43% | — | +13.10% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.42% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | — | +8.01% | |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.40% | — | +29.82% | |
| 48 | OKE | Oneok INC | 股票-能源 | 0.40% | — | -0.44% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.39% | — | +11.74% | |
| 50 | NGL | Ngl Energy Partners LP | 股票-其他 | 0.39% | — | -1.57% |