CIK: 0001535677
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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.64% | — | — | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 10.83% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.82% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.74% | — | — | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.80% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.66% | — | — | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.79% | — | — | |
| 8 | ✓ | Agl Res INC | 股票-其他 | 2.67% | — | — | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.43% | — | — | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.41% | — | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.41% | — | — | |
| 12 | ✓ | Ishares Tr | 股票-其他 | 2.36% | — | — | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 2.35% | — | — | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 2.34% | — | — | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 2.34% | — | — | |
| 16 | ✓ | Ishares Tr | 股票-其他 | 2.33% | — | — | |
| 17 | ✓ | Ishares | 股票-其他 | 2.32% | — | — | |
| 18 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.87% | — | — | |
| 19 | T | At&t INC | 股票-通信服务 | 1.71% | — | — | |
| 20 | SO | Southern Co/the | 股票-公用事业 | 1.39% | — | — | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.33% | — | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.33% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | — | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.94% | — | — | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.88% | — | — | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | — | — | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | — | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 0.67% | — | — | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.65% | — | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.58% | — | — | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.51% | — | — | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | — | — | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | — | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | — | |
| 38 | ABMDEUR | Abiomed INC | 股票-其他 | 0.40% | — | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | — | — | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.38% | — | — | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | — | — | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | — | — | |
| 43 | ✓ | 股票-其他 | 0.37% | — | — | ||
| 44 | PPG | Ppg Industries INC | 股票-原材料 | 0.34% | — | — | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | — | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.32% | — | — | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.32% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.30% | — | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | — |