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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 12.51% | — | +48.00% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.40% | — | -25.99% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.43% | — | -2.52% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 7.11% | — | -1.08% | |
| 5 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 5.35% | — | -0.58% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.16% | — | +2.57% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.77% | — | -2.75% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.07% | — | -4.57% | |
| 9 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.28% | — | +40.64% | |
| 10 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.68% | — | +51.12% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.24% | — | +24.28% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.14% | — | +35.56% | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.86% | — | -0.70% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.68% | — | -0.31% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.42% | — | +41.43% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.31% | — | +0.50% | |
| 17 | MGMT | Ballast Small/mid Cap ETF | ETF-其他 | 1.22% | — | +37.98% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.20% | — | -14.60% | |
| 19 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 1.20% | — | +3.76% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.11% | — | +0.19% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.10% | — | +0.43% | |
| 22 | DFIS | Dimensional International Sm | ETF-其他 | 1.05% | — | +91.70% | |
| 23 | ROAM | Hartford Multifact Emrg Mrkt | ETF-其他 | 0.94% | — | -0.01% | |
| 24 | ABCB | Ameris Bancorp | 股票-金融 | 0.90% | — | — | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.89% | — | -0.14% | |
| 26 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.86% | — | -2.35% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.85% | — | -0.64% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | — | -11.63% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.75% | — | -0.67% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | — | +4.59% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | -3.03% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.64% | — | -7.25% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.60% | — | -2.74% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.58% | — | -40.82% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | — | -13.73% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.51% | — | +60.93% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | +0.21% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | — | -0.74% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.47% | — | -41.43% | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.47% | — | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | +3.43% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.41% | — | — | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | — | +0.05% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.39% | — | +0.46% | |
| 46 | SON | Sonoco Products Co | 股票-周期性消费 | 0.36% | — | — | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.34% | — | +15.30% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.33% | — | -8.44% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | — | -0.50% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | -5.22% |