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 | 20.03% | +0.60% | +1.04% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-其他 | 13.15% | -2.22% | -0.58% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 12.08% | +0.75% | -1.47% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.75% | -2.23% | -0.14% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.96% | -0.93% | -0.71% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.33% | -1.08% | -3.90% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.99% | +1.12% | -13.84% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.83% | -3.43% | +2.91% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.53% | -0.37% | -0.11% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.42% | -0.85% | +3.12% | |
| 11 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 3.18% | -0.45% | -4.38% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.60% | -0.92% | -2.94% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 2.53% | -1.47% | -2.57% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.84% | -0.67% | +3.56% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | -0.42% | -4.46% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.34% | -0.08% | -0.28% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.16% | -0.42% | +1.60% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | +0.10% | +25.71% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.87% | -0.32% | -0.74% | |
| 20 | LUV | Southwest Airlines Co | 股票-工业 | 0.77% | -0.08% | +0.00% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.72% | +0.41% | -7.15% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | — | |
| 23 | PHK | Pimco High Income Fund | 股票-其他 | 0.54% | — | -18.94% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | -0.33% | EXIT | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.39% | — | +0.25% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.37% | — | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.34% | -0.29% | -0.20% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.32% | -0.22% | +0.92% | |
| 29 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.31% | — | — | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | — | -7.92% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.24% | -0.10% | -1.45% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.19% | +0.96% | -16.03% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.16% | — | -10.88% | |
| 34 | IFGL | Ishares International Develo | ETF-其他 | 0.16% | -0.06% | +0.60% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.15% | -0.13% | EXIT | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | — | -14.40% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | +9.92% | |
| 38 | ✓ | Powershares ETF Trust | ETF-其他 | 0.14% | — | -12.31% | |
| 39 | LNC | Lincoln National CORP | 股票-金融 | 0.14% | -0.13% | EXIT | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.13% | — | -17.87% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.13% | -0.09% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | +22.40% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.12% | — | — | |
| 44 | MLM | Martin Marietta Materials | 股票-原材料 | 0.11% | — | — | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.11% | — | -18.25% | |
| 46 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.11% | — | +1.21% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.10% | — | +0.37% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.09% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.09% | — | — | |
| 50 | SBI | Western Asset Intermediate | 股票-其他 | 0.09% | — | +1.14% |