CIK: 0001568068
申报总市值
US$20.1亿
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.47% | -0.23% | — | |
| 2 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 7.90% | — | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.74% | +0.02% | — | |
| 4 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 6.13% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.15% | -0.02% | — | |
| 6 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 4.10% | — | — | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 3.86% | — | — | |
| 8 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 3.53% | — | — | |
| 9 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.49% | — | — | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.19% | — | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.99% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -0.10% | — | |
| 13 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.75% | — | — | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.69% | — | — | |
| 15 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 1.58% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.52% | +0.03% | — | |
| 17 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.52% | — | — | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.49% | — | — | |
| 19 | ELD | Wisdomtree Emrg Mkts Debt | ETF-其他 | 1.48% | — | — | |
| 20 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 1.48% | — | — | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.42% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | — | — | |
| 23 | ✓ | Nm Grp Glbl Pfd | 股票-其他 | 1.24% | — | — | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.20% | — | — | |
| 25 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.11% | — | — | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.94% | — | — | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.86% | — | — | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.82% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.82% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | — | — | |
| 31 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.78% | — | — | |
| 32 | ✓ | Powershares Global ETF Trust E | ETF-其他 | 0.73% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | — | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.66% | — | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | +0.03% | — | |
| 37 | ✓ | FTSE RAFI Emerg Mkts | 股票-其他 | 0.64% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.62% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | — | — | |
| 40 | ✓ | Access Midstream Partners LP | 股票-其他 | 0.60% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.52% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.50% | — | — | |
| 44 | T | At&t INC | 股票-通信服务 | 0.49% | — | — | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | — | — | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.41% | — | — | |
| 47 | ✓ | 股票-其他 | 0.40% | — | — | ||
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | — | |
| 49 | DWM | Wisdomtree International Equ | ETF-其他 | 0.36% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.35% | — | — |