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 | 5.93% | +0.23% | -3.98% | |
| 2 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 5.60% | — | -4.95% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.11% | +0.13% | -8.88% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.60% | -0.57% | -5.58% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.49% | — | -7.46% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.92% | -0.09% | -0.61% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.81% | -0.06% | -0.01% | |
| 8 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 3.80% | +0.18% | -3.12% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.53% | — | -6.11% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 3.23% | -0.92% | -6.39% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.46% | -11.45% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.63% | -0.48% | -4.57% | |
| 13 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.26% | -0.05% | -8.67% | |
| 14 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.24% | +0.17% | -6.10% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 2.11% | -0.15% | -2.15% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.75% | +0.06% | -3.95% | |
| 17 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.69% | — | -46.70% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.67% | +0.13% | -8.11% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.65% | +0.21% | -4.27% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.63% | — | +0.10% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.60% | -0.17% | +4.18% | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.54% | — | -3.09% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.88% | -8.04% | |
| 24 | ALL | Allstate CORP | 股票-金融 | 1.50% | — | -4.35% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.39% | -0.05% | -5.77% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.38% | -0.01% | -3.10% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.29% | -0.08% | -5.60% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.11% | -18.19% | |
| 29 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.15% | — | -10.52% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.14% | -4.49% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | +0.17% | -14.78% | |
| 32 | GM | General Motors Co | 股票-周期性消费 | 1.10% | -0.08% | -13.35% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.03% | -0.06% | — | |
| 34 | ROP | Roper Technologies INC | 股票-科技 | 0.99% | -0.11% | -2.28% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.98% | — | -22.83% | |
| 36 | MMM | 3m Co | 股票-工业 | 0.92% | — | -9.54% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.14% | -3.92% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.89% | — | -0.38% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.89% | — | -4.95% | |
| 40 | TGT | Target CORP | 股票-周期性消费 | 0.74% | +0.09% | -4.80% | |
| 41 | NFLX | Netflix INC | 股票-通信服务 | 0.71% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | — | -3.46% | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.63% | — | — | |
| 44 | COP | Conocophillips | 股票-能源 | 0.62% | +0.05% | -1.12% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | — | |
| 46 | VLO | Valero Energy CORP | 股票-能源 | 0.60% | +0.18% | -22.06% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.57% | — | +42.52% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.54% | — | -3.02% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.47% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.46% | — | — |