CIK: 0001351903
申报总市值
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仅显示前 200 大持股（共 584 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 | VTV | Vanguard Value ETF | ETF-其他 | 4.64% | -3.77% | EXIT | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.12% | -3.47% | EXIT | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.44% | -4.00% | EXIT | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.58% | -2.45% | EXIT | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.29% | -2.32% | EXIT | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.87% | -1.43% | EXIT | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.83% | -1.67% | EXIT | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.72% | -2.82% | EXIT | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.68% | -3.31% | EXIT | |
| 10 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.44% | -1.29% | EXIT | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.42% | -2.20% | EXIT | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.41% | -1.15% | EXIT | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.34% | — | -0.34% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.34% | -1.05% | EXIT | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.21% | — | +18.05% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.18% | -0.80% | EXIT | |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.17% | -3.14% | EXIT | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.17% | -2.28% | EXIT | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.16% | — | +15.28% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.14% | -1.04% | EXIT | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.03% | -0.55% | EXIT | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | -1.95% | EXIT | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | +106.84% | |
| 24 | COP | Conocophillips | 股票-能源 | 0.89% | — | -1.87% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.85% | -2.24% | EXIT | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.84% | -1.27% | EXIT | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.79% | — | +11.18% | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.74% | — | +1.36% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | -0.90% | EXIT | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | -1.27% | EXIT | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.67% | -0.96% | EXIT | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.65% | — | +10.93% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.65% | -1.33% | EXIT | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | — | -0.79% | |
| 35 | KR | Kroger Co | 股票-非周期性消费 | 0.65% | — | -0.62% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.62% | — | +20.88% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +134.36% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 0.61% | — | +1.35% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | — | +7.77% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | -1.03% | EXIT | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.59% | — | +1386.86% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | +8.65% | |
| 43 | FXH | First Trust Health Care Alph | ETF-其他 | 0.56% | — | -15.56% | |
| 44 | FXG | First Trust Consumer Staples | ETF-其他 | 0.55% | — | -2.84% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | +5.97% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | -0.49% | EXIT | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.53% | — | +10.66% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.53% | — | -7.30% | |
| 49 | RTN1USD | Raytheon Company | 股票-其他 | 0.50% | — | +3.99% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | -1.40% | EXIT |