CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 381 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.93% | -0.14% | -6.71% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 5.18% | -0.61% | +0.16% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.05% | — | -3.11% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.59% | -0.83% | -0.01% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.47% | — | -3.60% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | — | -1.82% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.39% | — | +124.85% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.15% | +0.33% | -1.78% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.93% | +0.20% | +9.39% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.81% | +0.33% | +4.87% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.73% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.73% | -0.11% | -11.48% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.72% | — | — | |
| 14 | T | At&t INC | 股票-通信服务 | 1.67% | +0.07% | +5.64% | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.50% | — | +2.61% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.46% | — | -0.97% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 1.42% | +0.22% | +4.55% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.38% | +0.09% | +8.25% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.36% | — | -0.68% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.35% | — | +4.06% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.32% | — | -22.29% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | — | -0.36% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.17% | +0.21% | +7.94% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.08% | -3.37% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.15% | — | +3.02% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.15% | — | -0.36% | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.12% | — | -5.93% | |
| 28 | MMM | 3m Co | 股票-工业 | 1.11% | — | -2.16% | |
| 29 | CBU | Community Financial System I | 股票-其他 | 1.07% | — | -5.85% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.01% | — | — | |
| 31 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.95% | — | +1.42% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | — | -2.93% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | — | +7.38% | |
| 34 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.85% | — | -0.90% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.73% | -0.14% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.23% | +10.65% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.79% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.77% | -0.09% | +0.87% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | — | -1.95% | |
| 41 | D | Dominion Energy INC | 股票-公用事业 | 0.73% | — | +1.95% | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.68% | — | -0.17% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.22% | -0.78% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.66% | — | — | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | +0.11% | +5.29% | |
| 46 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.60% | — | -3.35% | |
| 47 | DOW | Dow Chem Co | 股票-原材料 | 0.59% | — | +14.91% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.57% | — | +2.64% | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.57% | — | -0.63% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.57% | — | +7.80% |