CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 583 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.94% | — | +14.18% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.46% | — | +8.15% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.15% | — | +13.33% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.87% | — | -0.06% | |
| 5 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.54% | — | +100.00% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.54% | — | +0.64% | |
| 7 | IDV | Ishares International Select | ETF-其他 | 2.30% | — | +17.52% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.15% | — | +2.57% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.99% | — | +1.62% | |
| 10 | MLAB | Mesa Laboratories INC | 股票-其他 | 1.98% | — | — | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.95% | — | +0.70% | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.76% | — | +27.38% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.65% | — | -14.87% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.63% | — | -17.94% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.61% | — | -0.06% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.55% | — | +3.70% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.55% | — | -22.66% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.38% | — | +3.14% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.37% | — | +4.52% | |
| 20 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.22% | — | -23.81% | |
| 21 | AMGN | Amgen INC | 股票-医疗保健 | 1.15% | — | +0.05% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.08% | — | -6.31% | |
| 23 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.97% | — | +11.36% | |
| 24 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.95% | — | +57.98% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | — | +0.65% | |
| 26 | MO | Altria Group INC | 股票-非周期性消费 | 0.92% | — | +2.45% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.89% | — | -2.27% | |
| 28 | ✓ | Airgas INC | 股票-其他 | 0.89% | — | -4.91% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | +6.09% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | — | +4.23% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.87% | — | +2.84% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.86% | — | -5.35% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | — | +2.47% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.81% | — | +15.18% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.74% | — | -46.82% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.72% | — | +7.31% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.64% | — | +2.15% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.61% | — | +5.34% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | -6.54% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | — | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | -55.23% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | +16.72% | |
| 43 | CI | The Cigna Group | 股票-医疗保健 | 0.49% | — | — | |
| 44 | AXP | American Express Company | 股票-金融 | 0.47% | — | +3.49% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.45% | — | -1.97% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | -0.94% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.43% | — | +19.02% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.43% | — | -3.75% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +5.90% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | — | +3.94% |