CIK: 0001091559
申报总市值
US$138.5亿
仅显示前 200 大持股（共 292 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 | TIP | Ishares Tips Bond ETF | ETF-其他 | 11.15% | — | +6.11% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 10.36% | +0.11% | -5.68% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.49% | — | +5.59% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.18% | -0.12% | -0.65% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.43% | +0.52% | -0.37% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.92% | +0.18% | -4.71% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.90% | +0.63% | -5.41% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.13% | -0.30% | +12.14% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.93% | -0.08% | +3.43% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.89% | +0.08% | +42.83% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.32% | +0.01% | +5.21% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.22% | -0.08% | +35.38% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.18% | -0.03% | +4.10% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 2.16% | +0.03% | +3.76% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.97% | -0.08% | +2.76% | |
| 16 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 1.97% | +0.07% | +7.57% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.85% | -0.04% | +1.32% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.36% | — | +3.03% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.12% | +0.01% | +10.59% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | -0.03% | +51.89% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | +0.02% | +11.00% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | -0.01% | +5.45% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.06% | -5.95% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.64% | — | +3.73% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.57% | +0.02% | +1.51% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | +1.82% | |
| 27 | GOOG | Alphabet A | 股票-通信服务 | 0.51% | — | -3.14% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.50% | — | +0.53% | |
| 29 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.50% | +0.04% | +81.67% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | +0.16% | +8.90% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +7.56% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +2.65% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | — | -4.35% | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.41% | -0.34% | +29.50% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | — | -12.19% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.41% | — | -0.80% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | +0.98% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.39% | -0.01% | +7.54% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.39% | +0.04% | +11.88% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.38% | — | -20.33% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | — | -4.18% | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.37% | — | +2.48% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.36% | — | +3.34% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | — | -2.88% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | — | +5.16% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.35% | +0.07% | +40.83% | |
| 47 | MMM | 3m Co | 股票-工业 | 0.33% | — | +1.03% | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.32% | — | -1.00% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.27% | — | +14.87% | |
| 50 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.27% | -0.04% | +11.09% |