CIK: 0001640638
申报总市值
US$2.1亿
| # | 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 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 10.47% | -13.73% | +15.06% | |
| 2 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 8.97% | -0.31% | -6.60% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 8.58% | +4.16% | +15.47% | |
| 4 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 8.25% | -0.78% | -6.04% | |
| 5 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投资级公司债 | 7.41% | — | +10.50% | |
| 6 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 7.04% | — | +13.71% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.68% | -0.60% | -13.22% | |
| 8 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 4.37% | — | -20.49% | |
| 9 | ✓ | Powershares ETF Trust | ETF-其他 | 2.97% | — | -19.00% | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 2.37% | — | +5.74% | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.03% | -0.34% | -12.62% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.97% | — | +3.64% | |
| 13 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.86% | -0.33% | -15.61% | |
| 14 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.83% | — | +18.07% | |
| 15 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 1.56% | +1.85% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | +0.06% | +507.34% | |
| 17 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.54% | — | -20.10% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.29% | — | -3.15% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | +0.87% | +123.73% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.16% | — | +2.08% | |
| 21 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.07% | — | +6.83% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | +1.08% | -1.27% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.80% | — | -3.97% | |
| 24 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.76% | — | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | +0.54% | +0.57% | |
| 26 | 90002USD | Guggenheim Bulletshares 2018 | ETF-其他 | 0.55% | — | -1.31% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | +0.53% | -2.05% | |
| 28 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.49% | — | — | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.45% | — | +545.69% | |
| 30 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.45% | — | +197.34% | |
| 31 | ERIEUR | Eldorado Resorts INC | 股票-其他 | 0.44% | — | — | |
| 32 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 0.43% | — | -46.19% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | +35.65% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | -0.02% | +2.04% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | +0.44% | -18.34% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.34% | -0.17% | +16.73% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | — | +30.65% | |
| 38 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-其他 | 0.30% | — | +367.88% | |
| 39 | CME | Cme Group INC | 股票-金融 | 0.29% | — | — | |
| 40 | EME | Emcor Group INC | 股票-工业 | 0.29% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.27% | -0.46% | EXIT | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | — | +23.83% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.25% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | +30.07% | |
| 45 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.23% | — | — | |
| 46 | RLI | Rli CORP | 股票-金融 | 0.22% | — | — | |
| 47 | VFH | Vanguard Financials ETF | ETF-其他 | 0.22% | — | — | |
| 48 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 0.22% | — | +168.06% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.20% | — | — | |
| 50 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.19% | — | — |