CIK: 0001651960
申报总市值
US$2.8亿
| # | 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 | KO | Coca-cola Co/the | 股票-非周期性消费 | 17.43% | +1.25% | — | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 9.38% | — | +1.84% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 7.37% | — | +1.43% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.10% | -0.37% | +11.93% | |
| 5 | EVER | EverQuote, Inc. | 股票-其他 | 5.62% | — | -29.81% | |
| 6 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.63% | — | +1.65% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 3.34% | — | +0.58% | |
| 8 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.86% | — | +1.19% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.74% | — | +146.15% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.50% | — | — | |
| 11 | MMM | 3m Co | 股票-工业 | 1.23% | — | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.17% | -1.55% | -8.64% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.10% | — | +1.34% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.08% | — | +2.06% | |
| 15 | ATMP | Ipath Select Mlp Etn | ETF-其他 | 1.02% | — | +1.20% | |
| 16 | BBTUSD | Bb&t CORP | 股票-其他 | 1.00% | — | — | |
| 17 | TMLP | Tortoise MLP ETF | ETF-其他 | 0.92% | — | -0.49% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.90% | — | +0.33% | |
| 19 | ✓ | Ibio INC | 股票-其他 | 0.84% | — | — | |
| 20 | BSL | Blackstone Snr Fltng Rt | 股票-其他 | 0.79% | — | +0.75% | |
| 21 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.77% | — | +2.15% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | — | +2.42% | |
| 23 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 0.75% | — | +2.19% | |
| 24 | FLO | Flowers Foods INC | 股票-非周期性消费 | 0.73% | — | +0.81% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.72% | — | +2.40% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.72% | -0.26% | +3.12% | |
| 27 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.71% | — | +3.38% | |
| 28 | XLB | Ss Materials Select Sector | ETF-其他 | 0.71% | — | +3.20% | |
| 29 | SFLY | Shutterfly LLC | 股票-其他 | 0.71% | — | +1.46% | |
| 30 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.71% | — | +3.46% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.71% | — | +3.53% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.70% | — | +3.38% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.70% | — | +3.53% | |
| 34 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.69% | — | +3.15% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.69% | — | +3.73% | |
| 36 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.69% | — | +3.06% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.69% | — | +3.48% | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.67% | — | -1.80% | |
| 39 | DBAUSD | Invesco Db Agriculture Fund | ETF-其他 | 0.67% | — | +3.20% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.67% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.25% | +6.12% | |
| 42 | ✓ | Invesco Intl Developed Low Vol | 股票-其他 | 0.67% | — | +0.04% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.66% | — | +3.38% | |
| 44 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.64% | — | — | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.63% | -0.30% | +0.13% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.60% | — | — | |
| 47 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.56% | — | +253.52% | |
| 48 | CUZ | Cousins Properties Incorporated | 股票-房地产 | 0.54% | — | -1.67% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +1.76% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | -0.26% |