CIK: 0001524566
申报总市值
US$103.6亿
仅显示前 200 大持股（共 544 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 | 28.05% | +0.60% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 21.09% | +0.59% | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 18.19% | -1.35% | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 12.09% | -0.38% | — | |
| 5 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 4.51% | — | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.02% | -0.16% | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.95% | +0.04% | — | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.46% | +0.01% | — | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.22% | +0.08% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | — | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | +1.10% | — | |
| 12 | PFPT | Proofpoint INC | 股票-其他 | 0.43% | — | — | |
| 13 | ✓ | Trulia INC | 股票-其他 | 0.31% | — | — | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.29% | -0.04% | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.13% | +0.09% | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.11% | +0.04% | — | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.10% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.09% | +0.03% | — | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 0.09% | +0.01% | — | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.08% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.08% | +0.01% | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.07% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.07% | +0.03% | — | |
| 25 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.06% | — | — | |
| 26 | SLB | Slb LTD | 股票-能源 | 0.06% | — | — | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.06% | +0.02% | — | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 0.05% | +0.01% | — | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.05% | — | — | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.05% | — | — | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.05% | — | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.05% | -0.02% | — | |
| 33 | UTXZ | United Tech CORP | 股票-其他 | 0.05% | — | — | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.05% | — | — | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.05% | +0.01% | — | |
| 36 | GOOG | Alphabet A | 股票-通信服务 | 0.04% | — | — | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.04% | — | — | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.04% | — | — | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.04% | +0.01% | — | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.04% | — | — | |
| 41 | HON | Honeywell International INC | 股票-工业 | 0.04% | — | — | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.04% | -0.02% | — | |
| 43 | USB | US Bancorp | 股票-金融 | 0.03% | — | — | |
| 44 | T | At&t INC | 股票-通信服务 | 0.03% | — | — | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.03% | — | — | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.03% | +0.01% | — | |
| 47 | AXP | American Express Co | 股票-金融 | 0.03% | — | — | |
| 48 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.03% | — | — | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.03% | — | — | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.03% | — | — |