CIK: 0001449689
申报总市值
US$6.1亿
仅显示前 200 大持股（共 574 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.86% | -1.78% | +16.98% | |
| 2 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 3.05% | +0.10% | +7.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.68% | -3.44% | +1.74% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.40% | — | -3.23% | |
| 5 | ✓ | United Dev Funding Xxxregistration Revoked By THE Sec Eff: 08/13/20 | 股票-其他 | 2.18% | -0.35% | +12.16% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.72% | -1.74% | +12.04% | |
| 7 | DLX | Deluxe CORP | 股票-其他 | 1.37% | -1.28% | EXIT | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.34% | -0.10% | +83.63% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.23% | -0.46% | +46.07% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.11% | -0.01% | -0.74% | |
| 11 | T | At&t INC | 股票-通信服务 | 1.10% | +0.14% | +7.41% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | -0.50% | -2.05% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.03% | -0.83% | +9.50% | |
| 14 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.93% | — | +51.26% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.94% | -1.15% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.92% | -1.02% | +44.40% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | -0.76% | +33.91% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | — | +2.25% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.90% | — | +132.09% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | -0.65% | -7.06% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | -0.07% | -3.50% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | -0.15% | +12.27% | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 0.80% | +0.67% | +2886.48% | |
| 24 | PSF | Cohen & Steers Select Prefer | 股票-其他 | 0.73% | — | +1.73% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.73% | +0.01% | -7.45% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.73% | -0.65% | -0.79% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.68% | -0.40% | +6.74% | |
| 28 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.68% | — | +133.02% | |
| 29 | ✓ | Monogram Residential Trust, Inc. | 股票-其他 | 0.67% | — | — | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.65% | -0.20% | +6.99% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.64% | -0.75% | +6.10% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.64% | — | +1460.05% | |
| 33 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.64% | — | +14.05% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | — | +15.30% | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.59% | -0.59% | EXIT | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | -0.51% | -5.80% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.56% | -0.49% | +1.89% | |
| 38 | ✓ | Powershares | 股票-其他 | 0.55% | -0.29% | -41.01% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.55% | — | -6.55% | |
| 40 | FXH | First Trust Health Care Alph | ETF-其他 | 0.55% | — | +23.09% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | +18.14% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | — | +8.19% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.51% | -0.38% | -18.71% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | +13.03% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.51% | — | -25.32% | |
| 46 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.48% | — | +101.91% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.47% | — | +236.33% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | -0.40% | -19.53% | |
| 49 | CTLEUR | Centurylink INC | 股票-其他 | 0.44% | — | -4.79% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.43% | — | -2.33% |