CIK: 0001631738
申报总市值
US$3.7亿
| # | 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.57% | — | — | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.34% | -0.02% | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.70% | -0.05% | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.63% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.52% | -0.11% | — | |
| 6 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.50% | — | — | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 2.05% | — | — | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.82% | -0.49% | — | |
| 9 | MMM | 3m Co | 股票-工业 | 1.76% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | — | — | |
| 11 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.63% | — | — | |
| 12 | ✓ | Bb & T CORP | 股票-其他 | 1.57% | — | — | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 1.47% | — | — | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.45% | — | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.44% | +0.30% | — | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.40% | — | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | -0.23% | — | |
| 18 | AAPL | Apple Computer | 股票-科技 | 1.35% | — | — | |
| 19 | AXP | American Express Company | 股票-金融 | 1.34% | — | — | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.32% | -0.30% | — | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-其他 | 1.22% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | — | — | |
| 23 | ✓ | Autoliv INC Com | 股票-其他 | 1.20% | — | — | |
| 24 | GOOG | Alphabet A | 股票-通信服务 | 1.19% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | — | — | |
| 26 | EBAY | Ebay INC | 股票-周期性消费 | 1.15% | — | — | |
| 27 | ✓ | Google INC Class C | 股票-其他 | 1.15% | — | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.15% | — | — | |
| 29 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.13% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.12% | — | — | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 1.08% | — | — | |
| 32 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.06% | — | — | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 1.04% | — | — | |
| 34 | GIS | General Mills INC | 股票-非周期性消费 | 1.04% | — | — | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 1.02% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | — | — | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 1.00% | — | — | |
| 38 | BKR | Baker Hughes Company | 股票-能源 | 1.00% | — | — | |
| 39 | XRX | Xerox Holdings Corporation | 股票-工业 | 0.97% | — | — | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.96% | — | — | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.96% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | — | — | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.92% | — | — | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | -0.06% | — | |
| 45 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.89% | — | — | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.88% | — | — | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.84% | — | — | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.79% | — | — | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.79% | — | — | |
| 50 | ✓ | 股票-其他 | 0.77% | — | — |