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 | 5.35% | +0.23% | -0.16% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.87% | +0.13% | -1.20% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 4.65% | — | +3.93% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.47% | — | +0.39% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.27% | -0.46% | +0.32% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.97% | -0.57% | -1.92% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.72% | -0.92% | -5.53% | |
| 8 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.71% | — | +3.08% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.59% | -0.09% | -4.73% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.20% | -0.06% | +7.06% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.97% | -0.05% | +4.40% | |
| 12 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.93% | +0.17% | -4.35% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.58% | +0.17% | -5.91% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.49% | +0.18% | +16.08% | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.30% | — | -2.57% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | -0.48% | +5.23% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.92% | -0.88% | -7.63% | |
| 18 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 1.90% | — | +6.38% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.90% | -0.15% | — | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.53% | +0.06% | +3.82% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.52% | +0.21% | -6.22% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | -0.17% | -2.50% | |
| 23 | ALL | Allstate CORP | 股票-金融 | 1.44% | — | -3.43% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.37% | -0.01% | -2.52% | |
| 25 | MET | Metlife INC | 股票-金融 | 1.34% | — | -1.62% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.32% | — | +0.69% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.11% | +0.37% | |
| 28 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.26% | — | — | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 1.22% | +0.13% | +5.44% | |
| 30 | GM | General Motors Co | 股票-周期性消费 | 1.17% | -0.08% | +5.88% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.13% | -0.08% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.10% | — | +4.00% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | -0.05% | — | |
| 34 | MMM | 3m Co | 股票-工业 | 1.01% | — | -12.92% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | — | -7.67% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.92% | -0.06% | -2.02% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.90% | — | +3.65% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.88% | — | +7.21% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.87% | -0.14% | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.14% | — | |
| 41 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.72% | — | — | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.67% | +0.09% | -20.31% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | -16.84% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.62% | — | +10.43% | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.60% | +0.18% | +14.56% | |
| 46 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.54% | — | -13.26% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | — | -0.02% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.52% | — | — | |
| 49 | MCK | Mckesson CORP | 股票-医疗保健 | 0.51% | — | +43.92% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.49% | +0.05% | -2.78% |