CIK: 0001537147
申报总市值
US$1.6亿
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 15.58% | — | -32.40% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.31% | — | +489.13% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.69% | — | +0.21% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 7.41% | — | -14.91% | |
| 5 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 5.76% | — | -7.60% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.36% | — | -5.13% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.96% | — | -2.23% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.59% | — | -4.25% | |
| 9 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.56% | — | +78.52% | |
| 10 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.89% | — | +45.60% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.82% | — | — | |
| 12 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.81% | — | +14.41% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.63% | — | -6.24% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.60% | — | +0.04% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.44% | — | +1.09% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.41% | — | -4.15% | |
| 17 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 1.20% | — | — | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.19% | — | -52.65% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.14% | — | -18.71% | |
| 20 | ROAM | Hartford Multifact Emrg Mrkt | ETF-其他 | 1.00% | — | +9.71% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.00% | — | -19.53% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.99% | — | -58.27% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.91% | — | -2.62% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.91% | — | -13.84% | |
| 25 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.90% | — | -1.69% | |
| 26 | MGMT | Ballast Small/mid Cap ETF | ETF-其他 | 0.88% | — | -15.36% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.85% | — | +41.11% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.82% | — | -8.54% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.80% | — | -1.77% | |
| 30 | ABCB | Ameris Bancorp | 股票-金融 | 0.77% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | -17.09% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.70% | — | +5.55% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | -2.97% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.62% | — | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | -67.47% | |
| 36 | DFIS | Dimensional International Sm | ETF-其他 | 0.59% | — | — | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.52% | — | +89.61% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.52% | — | -1.69% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | — | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | +92.27% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +29.52% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | — | -1.70% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | +3.11% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | +0.47% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.39% | — | -4.92% | |
| 46 | SON | Sonoco Products Co | 股票-周期性消费 | 0.34% | — | — | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | -0.86% | |
| 48 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.33% | — | -10.73% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.33% | — | -14.58% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | — | -6.23% |