CIK: 0001631930
申报总市值
US$3.4亿
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.32% | +0.23% | +92.12% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.89% | +0.13% | -3.51% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.45% | — | -1.29% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 4.36% | — | +7.64% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.28% | -0.46% | -0.04% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.98% | -0.57% | -3.88% | |
| 7 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.85% | — | -2.14% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.77% | -0.09% | +0.46% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.53% | -0.92% | -4.31% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.99% | -0.06% | +3.51% | |
| 11 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.96% | +0.17% | -6.93% | |
| 12 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.79% | -0.05% | -1.63% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.63% | — | -0.22% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.60% | +0.17% | -7.73% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.12% | +0.18% | +8.89% | |
| 16 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 2.07% | — | +0.81% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.87% | -0.48% | — | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.86% | -0.15% | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.68% | +0.21% | -17.09% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | -0.88% | -10.98% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.46% | -0.17% | -2.06% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.44% | +0.06% | -2.47% | |
| 23 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.43% | — | -9.51% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.41% | -0.01% | -0.88% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 1.39% | — | — | |
| 26 | MET | Metlife INC | 股票-金融 | 1.32% | — | — | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.30% | — | +0.58% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 1.27% | +0.13% | -9.86% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.11% | -18.70% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | — | -11.83% | |
| 31 | GM | General Motors Co | 股票-周期性消费 | 1.13% | -0.08% | — | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.10% | -0.08% | — | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 1.09% | -0.05% | -1.31% | |
| 34 | MMM | 3m Co | 股票-工业 | 1.07% | — | -3.08% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.02% | — | +11.91% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | -47.69% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.91% | -0.06% | -5.12% | |
| 38 | TGT | Target CORP | 股票-周期性消费 | 0.90% | +0.09% | -14.91% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.90% | — | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.14% | -22.72% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.82% | — | -14.28% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.82% | — | -14.02% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.74% | — | -5.83% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.14% | -5.49% | |
| 45 | AXP | American Express Company | 股票-金融 | 0.61% | — | — | |
| 46 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.60% | — | — | |
| 47 | COP | Conocophillips | 股票-能源 | 0.58% | +0.05% | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | — | -3.87% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.55% | — | +35.12% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | — |