CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 447 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 | 6.52% | -0.14% | — | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 4.71% | -0.61% | -3.84% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.19% | — | +9.23% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.19% | — | +98.33% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.83% | -0.40% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.65% | +0.33% | -0.53% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.10% | +0.20% | -1.88% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.99% | — | -0.15% | |
| 9 | T | At&t INC | 股票-通信服务 | 1.90% | +0.07% | +1.81% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.74% | +0.33% | -1.96% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | — | |
| 12 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 1.57% | — | -0.06% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.56% | — | +0.67% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 1.50% | +0.22% | +2.74% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.44% | -0.11% | +0.01% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.42% | — | -1.20% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.41% | -0.08% | -5.87% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.40% | — | -0.22% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.39% | +0.09% | +0.11% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.34% | — | +0.20% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | — | +0.37% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.29% | +0.21% | -1.11% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.23% | — | +1.31% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.22% | — | -0.82% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.19% | — | +2.81% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 1.13% | — | +4.35% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.13% | — | -3.62% | |
| 28 | MMM | 3m Co | 股票-工业 | 1.08% | — | -4.84% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.23% | -1.46% | |
| 30 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 1.00% | — | +23.44% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.73% | -2.26% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.96% | — | +22.49% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.91% | -0.09% | +1.56% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.90% | — | +1.55% | |
| 35 | DOW | Dow Chem Co | 股票-原材料 | 0.88% | — | +0.05% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.87% | — | +11.16% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | — | +23.12% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.82% | — | -2.18% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.76% | — | -22.48% | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.74% | — | -1.11% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.22% | -4.19% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.69% | — | -0.50% | |
| 43 | ITW | Illinois Tool Works | 股票-工业 | 0.68% | — | -5.13% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.68% | — | -0.12% | |
| 45 | D | Dominion Energy INC | 股票-公用事业 | 0.67% | — | -0.26% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | — | -1.00% | |
| 47 | NUE | Nucor CORP | 股票-原材料 | 0.62% | — | -1.05% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | +0.11% | -0.39% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.57% | — | — | |
| 50 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.53% | — | +0.10% |