CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 447 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 15.49% | -3.48% | +1.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 11.84% | -0.06% | +1.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.74% | — | +21.21% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.03% | +0.24% | -24.04% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 6.13% | — | +7.18% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.06% | — | +1.42% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.52% | -0.23% | +1.26% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.98% | -0.23% | +34.10% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.88% | — | -2.40% | |
| 10 | EMLP | First Trust North American E | ETF-其他 | 2.81% | — | +20.41% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.36% | — | +1.15% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.33% | — | +1.69% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.09% | — | -0.09% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.70% | — | -8.17% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 1.18% | — | +273.73% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.04% | -0.65% | +5.10% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | +0.19% | -1.58% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | — | +129.50% | |
| 19 | XLB | Ss Materials Select Sector | ETF-其他 | 0.75% | — | +134.94% | |
| 20 | BBTUSD | Bb&t CORP | 股票-其他 | 0.69% | — | -14.17% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.64% | — | -1.84% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -56.45% | |
| 23 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.64% | — | +1.00% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | -0.48% | +4.07% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | +13.10% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.38% | -0.12% | -2.42% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.35% | +1.30% | -1.57% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.06% | +25.70% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | +0.04% | -6.96% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.26% | — | -22.33% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.25% | — | +16.71% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.23% | — | +92.53% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.21% | — | -1.31% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.20% | — | -21.64% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.19% | — | -3.39% | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.18% | — | -16.26% | |
| 37 | IDV | Ishares International Select | ETF-其他 | 0.17% | — | +227.41% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | — | +8.48% | |
| 39 | EPD | Enterprise Products Partners | 股票-能源 | 0.17% | — | -2.67% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.17% | — | -2.69% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.16% | — | +1.63% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.16% | +0.07% | +9.38% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.15% | — | -4.03% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.15% | -0.49% | -13.93% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.15% | — | -4.03% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.15% | -0.27% | -6.31% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.14% | — | -13.49% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.13% | — | +58.47% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.13% | — | -7.31% | |
| 50 | WEP | Magellan Midstream Partners | 股票-其他 | 0.12% | — | -2.99% |