CIK: 0001543536
申报总市值
US$6.8亿
仅显示前 200 大持股（共 592 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 | 7.32% | -0.25% | -8.48% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.32% | +0.25% | -5.40% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.04% | +0.26% | +87.50% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.97% | — | +92.40% | |
| 5 | RWO | State Street Spdr Dow Jones | ETF-其他 | 6.86% | — | -3.42% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.68% | — | +3.12% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.50% | — | -1.33% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.18% | -0.14% | +21.44% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.64% | -0.14% | +9.03% | |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.37% | — | +8.38% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.26% | — | +1.43% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.74% | +0.20% | +8.74% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.40% | — | +13.73% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.32% | +0.09% | +15.68% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 1.27% | +0.07% | +13.43% | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.02% | — | -40.78% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.98% | +0.14% | +11.36% | |
| 18 | PPL | Ppl CORP | 股票-公用事业 | 0.95% | — | -3.52% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.09% | -8.56% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.84% | -0.10% | -2.53% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | -0.11% | +22.92% | |
| 22 | MTB | M & T Bank CORP | 股票-金融 | 0.79% | — | +0.01% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.79% | — | +438.25% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | -0.20% | +17.16% | |
| 25 | CAT | Caterpillar INC | 股票-工业 | 0.78% | +0.16% | +9.46% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | — | -33.80% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | — | +393.04% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.70% | — | +4.93% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | — | -0.89% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.60% | — | -14.72% | |
| 31 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.54% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | +79.94% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | +0.07% | -7.43% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.44% | — | +92.13% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.44% | — | +141.47% | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.43% | — | +88.49% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.43% | — | +103.78% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | +0.09% | -6.28% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +46.10% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.37% | — | +3.42% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | -1.43% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.34% | — | — | |
| 43 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.33% | — | +0.93% | |
| 44 | PENN | PENN Entertainment, Inc. | 股票-周期性消费 | 0.33% | — | +0.01% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.33% | — | +0.11% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | -0.19% | +20.23% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | — | -57.28% | |
| 48 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.28% | — | +49.97% | |
| 49 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.28% | — | +9.55% | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.27% | — | +0.35% |