CIK: 0001091559
申报总市值
US$138.5亿
仅显示前 200 大持股（共 296 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.48% | +0.11% | +6.22% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-其他 | 10.80% | — | +12.11% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.30% | -0.12% | +7.71% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.20% | — | +3.33% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.55% | +0.52% | +2.49% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.31% | +0.18% | +10.77% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.29% | +0.63% | +3.07% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.93% | -0.08% | +5.71% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.89% | -0.30% | +8.34% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.26% | +0.01% | +2.06% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.17% | +0.03% | +0.65% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.13% | -0.03% | +4.73% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.07% | +0.08% | +10.23% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.96% | -0.08% | +4.39% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | -0.04% | +3.23% | |
| 16 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 1.75% | +0.07% | +13.35% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.69% | -0.08% | +4.55% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.37% | — | +4.60% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.06% | +0.01% | +11.81% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.96% | +0.02% | +5.27% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.06% | +3.65% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | -0.01% | +5.22% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.70% | -0.03% | -1.51% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | — | +1.25% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.62% | +0.02% | — | |
| 26 | GOOG | Alphabet A | 股票-通信服务 | 0.55% | — | +9.09% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +4.02% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.51% | — | +3.25% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.50% | — | +28.36% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | -2.18% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.46% | — | +6.18% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | +27.02% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | +0.16% | +8.07% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +10.05% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +4.18% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | — | +4.24% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.37% | -0.01% | +11.15% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | — | +10.76% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | +0.04% | +25.03% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.37% | — | +12.70% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.36% | — | +7.59% | |
| 43 | MMM | 3m Co | 股票-工业 | 0.35% | — | -2.73% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.34% | — | +46.08% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.33% | — | +1.57% | |
| 46 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.33% | -0.34% | +50.64% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.30% | — | -5.64% | |
| 48 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.29% | +0.04% | +167.15% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.29% | — | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.26% | — | +11.51% |