CIK: 0001553656
申报总市值
US$2.2亿
| # | 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 | HDV | Ishares Core High Dividend E | ETF-其他 | 16.61% | -2.22% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.39% | +0.60% | — | |
| 3 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 9.12% | — | — | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.92% | +0.75% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 8.44% | -0.93% | — | |
| 6 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 5.00% | -0.45% | — | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 4.23% | -0.37% | — | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.47% | -2.23% | — | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.40% | -3.43% | — | |
| 10 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 3.38% | -1.47% | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.77% | +1.12% | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.03% | -0.85% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.99% | -0.42% | — | |
| 14 | BWX | State Street Spdr Bloomberg | ETF-其他 | 1.88% | — | — | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.86% | -0.08% | — | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.78% | -0.22% | — | |
| 17 | ✓ | Powershares | 股票-其他 | 1.14% | — | — | |
| 18 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.14% | — | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | -1.08% | — | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.93% | -0.32% | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.72% | -0.67% | — | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.71% | — | — | |
| 23 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.68% | — | — | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | — | — | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.53% | -0.10% | — | |
| 26 | LUV | Southwest Airlines Co | 股票-工业 | 0.42% | -0.08% | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.39% | -0.29% | — | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.38% | -0.33% | EXIT | |
| 29 | IFGL | Ishares International Develo | ETF-其他 | 0.31% | -0.06% | — | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.24% | -0.07% | EXIT | |
| 31 | T | At&t INC | 股票-通信服务 | 0.23% | -0.09% | EXIT | |
| 32 | IGE | Ishares North American Natur | ETF-其他 | 0.23% | — | — | |
| 33 | MO | Altria Group INC | 股票-非周期性消费 | 0.23% | -0.13% | EXIT | |
| 34 | COP | Conocophillips | 股票-能源 | 0.22% | — | — | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.21% | — | — | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.21% | -0.07% | EXIT | |
| 37 | ✓ | Powershares ETF Trust | ETF-其他 | 0.20% | — | — | |
| 38 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.20% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.19% | — | — | |
| 42 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.18% | -0.42% | — | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.15% | — | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.15% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.14% | +0.13% | — | |
| 46 | LNC | Lincoln National CORP | 股票-金融 | 0.14% | -0.13% | EXIT | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.13% | — | — | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | — | |
| 49 | SBI | Western Asset Intermediate | 股票-其他 | 0.11% | — | — | |
| 50 | LRCX 0.5 05-15-16 | Lam Research CORP | 股票-科技 | 0.02% | — | — |