CIK: 0001568068
申报总市值
US$20.1亿
仅显示前 200 大持股（共 551 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.11% | +0.03% | -0.21% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.54% | +0.12% | -1.30% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.10% | -0.23% | -2.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.84% | +0.08% | +0.84% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.62% | -0.23% | +3.89% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.18% | — | +2.12% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-其他 | 2.96% | — | +3.40% | |
| 8 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.82% | — | -0.62% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.58% | — | +1.35% | |
| 10 | EMLP | First Trust North American E | ETF-其他 | 2.57% | — | +5.74% | |
| 11 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 2.03% | — | -2.40% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.92% | -0.02% | -3.00% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.86% | — | +1.51% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.85% | — | +227.02% | |
| 15 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 1.64% | — | -2.84% | |
| 16 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.55% | — | +0.46% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.46% | — | +2.47% | |
| 18 | DTH | Wisdomtree International Hig | ETF-其他 | 1.46% | — | -19.75% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.45% | — | +157.97% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.28% | — | -8.14% | |
| 21 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 1.28% | — | -1.85% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.17% | — | +3.68% | |
| 23 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.05% | — | +1.29% | |
| 24 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 1.04% | — | -2.28% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.03% | — | +3.39% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.02% | — | +4.08% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.10% | -3.22% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.92% | — | +3.52% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | +5.32% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | — | +0.94% | |
| 31 | ✓ | Powershares Global ETF Trust E | ETF-其他 | 0.68% | — | -2.60% | |
| 32 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.68% | — | -2.22% | |
| 33 | ✓ | FTSE RAFI Emerg Mkts | 股票-其他 | 0.68% | — | -2.56% | |
| 34 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.64% | — | +1.48% | |
| 35 | ✓ | Bny Mellon Mncpl Bnd Inf | 股票-其他 | 0.62% | — | +1.22% | |
| 36 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.61% | — | +1.30% | |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.61% | — | -0.71% | |
| 38 | IQI | Invesco Quality Muni INC Tr | 股票-其他 | 0.60% | — | +1.31% | |
| 39 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.60% | — | +1.25% | |
| 40 | VKQ | Invesco Municipal Trust | 股票-其他 | 0.59% | — | +1.43% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.54% | — | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | +0.02% | -19.76% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | +0.31% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | +2.54% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | +0.94% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | +4.48% | |
| 47 | BLK | BlackRock, Inc. | 股票-金融 | 0.47% | — | +1.44% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | +0.17% | |
| 49 | VMO | Invesco Municipal Opport | 股票-其他 | 0.45% | — | +1.36% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | -3.51% |