CIK: 0001461564
申报总市值
US$8739.4万
仅显示前 200 大持股（共 202 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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 7.18% | — | +14.42% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.95% | -1.88% | +0.52% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 4.98% | — | -0.97% | |
| 4 | GAP | Gap Inc/the | 股票-周期性消费 | 4.68% | — | — | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.53% | — | +36.15% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.68% | +0.23% | +13.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.56% | — | +0.58% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.47% | — | +31.70% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.33% | — | +27.98% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.83% | — | +6.21% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.60% | -0.16% | +1.07% | |
| 12 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 1.55% | — | +7.52% | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 1.47% | +0.24% | -6.48% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | — | +20.50% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | +14.77% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | — | -3.12% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.19% | — | +0.56% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.07% | -0.22% | +0.34% | |
| 19 | MO | Altria Group INC | 股票-非周期性消费 | 1.03% | -0.12% | -8.75% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.02% | — | -9.71% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.02% | — | +0.24% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.97% | -0.50% | +0.02% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.08% | +0.02% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | — | +12.26% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | +0.69% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | +0.05% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.71% | +0.25% | NEW | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 0.70% | -0.34% | +7.09% | |
| 29 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.70% | +0.07% | +11.75% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | +30.54% | |
| 31 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.68% | +1.12% | NEW | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | -0.64% | -5.91% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.67% | -0.18% | +1.25% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | — | +0.98% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | +38.83% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.62% | — | +35.59% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | — | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | +3.42% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.28% | EXIT | |
| 40 | ✓ | Google INC Class C | 股票-其他 | 0.58% | -0.29% | EXIT | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.30% | EXIT | |
| 42 | WEP | Magellan Midstream Partners | 股票-其他 | 0.51% | — | +6.02% | |
| 43 | GEL | Genesis Energy L.p. | 股票-其他 | 0.48% | +0.77% | +7.48% | |
| 44 | SUN | Sunoco LP | 股票-其他 | 0.47% | — | +16.01% | |
| 45 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.43% | — | — | |
| 46 | GOOG | Alphabet A | 股票-通信服务 | 0.42% | — | +1.86% | |
| 47 | TRGP | Targa Resources CORP | 股票-能源 | 0.42% | -0.98% | +172.77% | |
| 48 | PAA | Plains All American Pipeline, L.P. | 股票-能源 | 0.41% | -0.03% | +582.67% | |
| 49 | REET | Ishares Global Reit ETF | ETF-其他 | 0.41% | — | — | |
| 50 | BPLUSD | Buckeye Partners LP | 股票-其他 | 0.40% | +1.99% | NEW |