CIK: 0001422508
申报总市值
US$6.7亿
仅显示前 200 大持股（共 210 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.74% | +0.15% | +1.31% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.87% | -0.01% | -9.05% | |
| 3 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.88% | — | -0.95% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.88% | +0.01% | -0.32% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.33% | — | +5.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.24% | +0.03% | -9.03% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.61% | — | +47.70% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.35% | — | -4.83% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.20% | -0.02% | +0.55% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.95% | -0.04% | -0.76% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | — | -3.11% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.58% | — | +0.31% | |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.56% | — | +0.26% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.43% | — | -4.32% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.43% | +0.06% | -1.18% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.03% | -0.60% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.32% | — | -9.60% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | — | -0.41% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.05% | — | +47.36% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.04% | — | +4.94% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | +0.03% | -1.14% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.93% | -0.03% | +4.95% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.11% | +1.63% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.87% | — | +0.95% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | +0.18% | -1.18% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.30% | -1.49% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.81% | +0.01% | +3.19% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.79% | — | -5.07% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.20% | -0.70% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.06% | -0.01% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.71% | — | -2.76% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.21% | -20.25% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.23% | -0.30% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.67% | — | -12.46% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | -0.01% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.64% | — | -0.42% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.63% | — | -4.94% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.59% | — | -44.60% | |
| 39 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.58% | — | -24.65% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.57% | +0.21% | -4.53% | |
| 41 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.57% | — | -12.14% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.56% | +0.08% | NEW | |
| 43 | DOC | Healthpeak Properties, Inc. | 股票-房地产 | 0.56% | — | — | |
| 44 | COP | Conocophillips | 股票-能源 | 0.56% | — | +1.48% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | +0.26% | +7.73% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | -1.32% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | — | +1.41% | |
| 48 | FKTFX | Franklin Ca Tax-fr Inc-a1 | 股票-其他 | 0.51% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.51% | — | +6.56% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | -1.63% |