CIK: 0001543536
申报总市值
US$6.8亿
仅显示前 200 大持股（共 686 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.86% | +0.26% | +15.60% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.47% | +0.25% | +9.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.29% | -0.25% | +6.48% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.18% | — | +5.35% | |
| 5 | RWO | State Street Spdr Dow Jones | ETF-其他 | 6.99% | — | +14.10% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.98% | — | +20.23% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.56% | — | +16.75% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.30% | -0.14% | +4.87% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.79% | — | +15.76% | |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.25% | — | +5.56% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.19% | — | +12.22% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.62% | +0.20% | +4.01% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.37% | — | +4.46% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 1.31% | +0.07% | +8.16% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.16% | +0.09% | -4.05% | |
| 16 | BA | Boeing Co/the | 股票-工业 | 1.06% | — | +3.30% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.14% | +2.64% | |
| 18 | CAT | Caterpillar INC | 股票-工业 | 1.01% | +0.16% | +6.35% | |
| 19 | PPL | Ppl CORP | 股票-公用事业 | 0.99% | — | +6.86% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.90% | — | -29.29% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | -0.11% | +9.46% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.79% | -0.10% | -2.71% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.09% | -0.16% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | — | +6.26% | |
| 25 | MTB | M & T Bank CORP | 股票-金融 | 0.71% | — | +0.01% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | -0.20% | +16.14% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | — | +0.48% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.63% | — | +2.21% | |
| 29 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.57% | -0.63% | EXIT | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.55% | — | +0.57% | |
| 31 | PENN | PENN Entertainment, Inc. | 股票-周期性消费 | 0.55% | — | +67.54% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | — | +412.36% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.43% | — | -2.79% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | +0.09% | -6.98% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.07% | -4.47% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.36% | — | +9.55% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | +0.77% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.35% | — | +0.68% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.35% | — | +1.66% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | -0.19% | +2.43% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.32% | — | — | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | +0.05% | |
| 43 | APC3EUR | Anadarko Petroleum CORP | 股票-其他 | 0.28% | — | +0.09% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.28% | — | +0.50% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | +0.11% | +115.23% | |
| 46 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.28% | — | -4.50% | |
| 47 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.27% | — | -7.74% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.27% | — | +0.82% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | +0.35% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.26% | — | — |