CIK: 0001486066
申报总市值
US$36.6亿
仅显示前 200 大持股（共 339 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.12% | — | +136.69% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.71% | — | +290.13% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.76% | — | +127.28% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.48% | — | +1310.52% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.81% | — | +123.43% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.87% | — | +1125.48% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.24% | — | — | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.22% | — | +216.17% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.19% | — | +999.44% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.14% | — | +519.13% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.08% | — | -32.42% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.07% | — | +169.79% | |
| 13 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.02% | — | +406.97% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | +530.08% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.88% | — | -21.19% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 0.84% | — | +224.00% | |
| 17 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.84% | — | -38.33% | |
| 18 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.83% | — | +101.85% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.82% | — | +92.21% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.82% | — | +264.14% | |
| 21 | MLPXUSD | Global X Mlp & Energy Infras | ETF-其他 | 0.74% | — | — | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.72% | — | +287.45% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.66% | — | +167.25% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.66% | — | — | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.66% | — | +31.03% | |
| 26 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.64% | — | +245.71% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.64% | — | +258.76% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.61% | — | +27.69% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.60% | — | +47.59% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +129.43% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.55% | — | +3.26% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.53% | — | -12.38% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.52% | — | +191.20% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | +129.56% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +30.61% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +178.66% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +55.70% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | — | +21.20% | |
| 39 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.48% | — | +10.79% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | — | +117.73% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.48% | — | -5.00% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | -56.83% | |
| 43 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.48% | — | — | |
| 44 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.47% | — | +91.59% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.46% | — | +0.31% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | — | +54.85% | |
| 47 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.43% | — | +511.21% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | -8.05% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | — | +89.53% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | +98.60% |