CIK: 0001536430
申报总市值
US$11.4亿
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 11.67% | — | — | |
| 2 | ✓ | Powershares | 股票-其他 | 8.70% | — | — | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 7.91% | — | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 6.99% | -0.03% | — | |
| 5 | IDV | Ishares International Select | ETF-其他 | 6.89% | — | — | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 6.47% | — | — | |
| 7 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 5.29% | — | — | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.03% | +0.36% | — | |
| 9 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 4.61% | — | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.69% | +0.24% | — | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.49% | — | — | |
| 12 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 2.17% | — | — | |
| 13 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 2.07% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.10% | — | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.20% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | +0.11% | — | |
| 17 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.98% | — | — | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.88% | — | — | |
| 19 | PAYX | Paychex INC | 股票-科技 | 0.77% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.17% | — | |
| 21 | ✓ | 股票-其他 | 0.75% | — | — | ||
| 22 | EMR | Emerson Electric Co | 股票-工业 | 0.75% | — | — | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | -0.07% | — | |
| 24 | GIS | General Mills INC | 股票-非周期性消费 | 0.70% | — | — | |
| 25 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.70% | — | — | |
| 26 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.69% | — | — | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | — | — | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.67% | — | — | |
| 29 | KMI | Kinder Morgan INC | 股票-能源 | 0.64% | — | — | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | — | — | |
| 31 | SON | Sonoco Products Co | 股票-周期性消费 | 0.63% | — | — | |
| 32 | WELL | Welltower Inc. | 股票-房地产 | 0.62% | — | — | |
| 33 | SYY | Sysco CORP | 股票-非周期性消费 | 0.62% | — | — | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.60% | — | — | |
| 35 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.60% | — | — | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | +0.10% | — | |
| 37 | NUE | Nucor CORP | 股票-原材料 | 0.46% | — | — | |
| 38 | WM | Waste Management INC | 股票-工业 | 0.42% | — | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.42% | — | — | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.38% | — | — | |
| 41 | ✓ | Invesco Financial Preferred ETF | ETF-其他 | 0.37% | — | — | |
| 42 | EXC | Exelon CORP | 股票-公用事业 | 0.35% | — | — | |
| 43 | MMM | 3m Co | 股票-工业 | 0.34% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | +0.11% | — | |
| 45 | ERFGBP | Enerplus CORP | 股票-其他 | 0.29% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | +0.18% | — | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | — | |
| 48 | SUB | Ishares Short-term National | ETF-其他 | 0.27% | — | — | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | — | — | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.24% | — | — |