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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 18.30% | +0.60% | +2.42% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-其他 | 13.33% | -2.22% | +1.24% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 11.23% | +0.75% | +1.63% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.95% | -2.23% | +1.14% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.63% | -0.93% | -4.41% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 5.27% | -3.43% | +3.77% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.16% | -1.08% | +3.44% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.91% | -0.37% | -2.25% | |
| 9 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 3.79% | -0.45% | -0.73% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.30% | -0.85% | +0.31% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 3.01% | -0.92% | -4.45% | |
| 12 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 2.57% | -1.47% | +2.50% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.93% | -0.42% | -1.00% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.76% | -0.67% | +2.75% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.70% | +1.12% | -25.11% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.62% | -0.08% | -3.87% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.98% | -0.42% | +8.08% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | +0.41% | +0.47% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.89% | -0.32% | -2.96% | |
| 20 | LUV | Southwest Airlines Co | 股票-工业 | 0.73% | -0.08% | +0.00% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | — | -1.51% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.50% | -0.22% | +1.19% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.43% | — | +0.21% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.42% | — | -4.47% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.42% | -0.33% | EXIT | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | +0.10% | -0.85% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.38% | -0.29% | -2.67% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.34% | -0.10% | -6.75% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -10.12% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.32% | — | +43.02% | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.32% | — | — | |
| 32 | MLM | Martin Marietta Materials | 股票-原材料 | 0.29% | — | +0.27% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.26% | +0.96% | -4.50% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.24% | -0.07% | EXIT | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.23% | -0.13% | EXIT | |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.22% | — | — | |
| 37 | ✓ | Powershares ETF Trust | ETF-其他 | 0.20% | — | -1.74% | |
| 38 | LNC | Lincoln National CORP | 股票-金融 | 0.19% | -0.13% | EXIT | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.18% | — | -7.76% | |
| 40 | IFGL | Ishares International Develo | ETF-其他 | 0.17% | -0.06% | -8.44% | |
| 41 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.17% | — | +40.09% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.17% | — | -5.82% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.16% | -0.07% | EXIT | |
| 44 | T | At&t INC | 股票-通信服务 | 0.16% | -0.09% | EXIT | |
| 45 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.16% | — | -9.21% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | — | -9.20% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.14% | — | -4.23% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.13% | — | — | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.11% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | +0.28% |