CIK: 0001540141
申报总市值
US$8.9亿
仅显示前 200 大持股（共 231 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.17% | -1.09% | -1.19% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.19% | -0.44% | +4.48% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.37% | -0.53% | +2.19% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.68% | -0.06% | +1.50% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.47% | +0.28% | -4.77% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.33% | — | +0.48% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 2.25% | -0.78% | -3.26% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 2.15% | +0.08% | -1.26% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.95% | -0.47% | -5.50% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | +0.08% | -2.92% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.55% | +0.15% | -3.08% | |
| 12 | UTXZ | United Tech CORP | 股票-其他 | 1.43% | +0.08% | -5.72% | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.36% | -0.21% | -8.80% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.32% | +0.28% | -6.76% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.24% | +0.20% | +6.36% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.20% | -0.17% | +1.50% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | +0.05% | +10.86% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | +0.07% | -6.93% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.17% | +0.08% | -2.37% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.10% | -0.05% | -3.96% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | +0.06% | -3.37% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.07% | — | -6.93% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.03% | +0.05% | -2.42% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.03% | +0.05% | -2.32% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.01% | — | +1.13% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | — | +0.00% | |
| 27 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.97% | +0.06% | -18.97% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | -13.34% | |
| 29 | VDE | Vanguard Energy ETF | ETF-其他 | 0.93% | — | -3.86% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.88% | +0.18% | -10.39% | |
| 31 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.88% | — | -26.29% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | +2.29% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.82% | — | +1.68% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.82% | +0.06% | -3.27% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.79% | +0.07% | +9.24% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | +8.92% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.77% | — | -1.63% | |
| 38 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.76% | — | -8.43% | |
| 39 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.75% | — | +7.16% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | — | -2.55% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | +19.78% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | +0.09% | +3.06% | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.71% | — | -12.83% | |
| 44 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.70% | +0.06% | +8.87% | |
| 45 | USB | US Bancorp | 股票-金融 | 0.64% | — | -7.55% | |
| 46 | ANETEUR | Arista Networks INC | 股票-其他 | 0.62% | — | -0.06% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | +0.04% | -0.06% | |
| 48 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.60% | +0.08% | +12.75% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.58% | +0.07% | -2.41% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.56% | — | +2.31% |