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 | 20.48% | +0.60% | +1.49% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-其他 | 13.07% | -2.22% | +0.79% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 12.04% | +0.75% | +0.82% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.35% | -2.23% | +1.53% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.70% | -1.08% | +0.53% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.68% | -0.93% | +1.84% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.08% | +1.12% | +6.45% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.77% | -0.37% | -2.44% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.71% | -3.43% | -0.53% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.32% | -0.85% | +2.18% | |
| 11 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 3.00% | -0.45% | +0.86% | |
| 12 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 2.51% | -1.47% | +1.13% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.39% | -0.92% | +0.41% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.68% | -0.42% | -0.55% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.66% | -0.67% | +5.20% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.28% | -0.08% | +0.08% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.19% | -0.42% | +9.43% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | +0.10% | -3.95% | |
| 19 | LUV | Southwest Airlines Co | 股票-工业 | 0.96% | -0.08% | — | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.84% | -0.32% | -3.14% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | +0.41% | -5.58% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | +0.13% | — | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | -6.82% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.38% | -0.33% | EXIT | |
| 25 | PHK | Pimco High Income Fund | 股票-其他 | 0.36% | — | -24.73% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.35% | — | -6.92% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.35% | -0.29% | -0.47% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.31% | — | -12.08% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.31% | -0.22% | -1.39% | |
| 30 | DVN | Devon Energy CORP | 股票-能源 | 0.29% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | — | +0.62% | |
| 32 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.27% | — | — | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.22% | -0.10% | -0.41% | |
| 34 | LNC | Lincoln National CORP | 股票-金融 | 0.18% | -0.13% | EXIT | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.17% | +0.96% | +0.66% | |
| 36 | MO | Altria Group INC | 股票-非周期性消费 | 0.16% | -0.13% | EXIT | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | — | -2.84% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.15% | — | +1.47% | |
| 39 | IFGL | Ishares International Develo | ETF-其他 | 0.14% | -0.06% | +4.11% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | — | +0.66% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.13% | -0.09% | EXIT | |
| 42 | MLM | Martin Marietta Materials | 股票-原材料 | 0.13% | — | — | |
| 43 | ✓ | Powershares ETF Trust | ETF-其他 | 0.13% | — | -5.71% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | +0.16% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.12% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.11% | — | +0.61% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.10% | — | -16.05% | |
| 48 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.10% | — | +1.26% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.09% | — | +0.52% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.09% | — | -14.86% |