CIK: 0001543536
申报总市值
US$6.8亿
仅显示前 200 大持股（共 645 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.33% | +0.25% | +2.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.26% | -0.25% | +0.31% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.08% | +0.26% | +2.94% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.04% | — | +2.05% | |
| 5 | RWO | State Street Spdr Dow Jones | ETF-其他 | 6.74% | — | +0.78% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.40% | — | -1.51% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.30% | -0.14% | +1.44% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.28% | — | -3.43% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.58% | — | +9352.62% | |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.34% | — | +1.97% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.15% | — | -2.05% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.70% | +0.20% | +3.06% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.36% | — | +3.13% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.34% | +0.09% | +3.85% | |
| 15 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.33% | — | +29.82% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.20% | +0.07% | +7.05% | |
| 17 | PPL | Ppl CORP | 股票-公用事业 | 1.04% | — | +9.44% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.14% | +5.55% | |
| 19 | CAT | Caterpillar INC | 股票-工业 | 0.90% | +0.16% | +4.28% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 0.88% | — | +4.52% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | -0.11% | +13.42% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.84% | -0.10% | +3.53% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.09% | -6.31% | |
| 24 | MTB | M & T Bank CORP | 股票-金融 | 0.79% | — | -0.35% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | — | +5.20% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.72% | — | +0.12% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.20% | +5.44% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.65% | — | +5.90% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.58% | — | -1.29% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.54% | — | +3.91% | |
| 31 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.52% | — | — | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | +0.07% | +0.18% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.45% | — | +181.46% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.09% | +8.50% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +0.05% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.36% | — | +525.71% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.36% | — | +78.62% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 0.36% | — | +0.29% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | +0.42% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.34% | — | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | +0.07% | NEW | |
| 42 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.33% | — | +0.81% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | -0.19% | +8.05% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.33% | — | +0.07% | |
| 45 | PENN | PENN Entertainment, Inc. | 股票-周期性消费 | 0.32% | — | +5.66% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.29% | — | +1117.62% | |
| 47 | APC3EUR | Anadarko Petroleum CORP | 股票-其他 | 0.29% | — | +1111.10% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.28% | — | +2.35% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.28% | — | — | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.28% | — | +2.46% |