CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 586 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 | 8.46% | — | +4.63% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.66% | — | +5.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.49% | — | +7.72% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 4.35% | — | +2.92% | |
| 5 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.93% | — | — | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.50% | — | -0.07% | |
| 7 | IDV | Ishares International Select | ETF-其他 | 2.29% | — | +2.27% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.26% | — | +11.56% | |
| 9 | MLAB | Mesa Laboratories INC | 股票-其他 | 2.21% | — | +3.74% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.16% | — | +0.17% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.13% | — | +0.12% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.72% | — | +12.40% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.54% | — | +2.29% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.53% | — | -10.97% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.48% | — | -9.75% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.43% | — | -5.44% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.39% | — | +5.17% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.18% | — | -0.85% | |
| 19 | AMGN | Amgen INC | 股票-医疗保健 | 1.09% | — | +0.02% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.06% | — | -27.97% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.04% | — | -10.30% | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 0.97% | — | +0.68% | |
| 23 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.95% | — | +2.05% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | — | +4.46% | |
| 25 | ✓ | Airgas INC | 股票-其他 | 0.87% | — | — | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | — | +3.99% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.85% | — | -1.27% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.85% | — | -24.17% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | — | -7.38% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 0.83% | — | -3.28% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.81% | — | -4.14% | |
| 32 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.80% | — | -20.60% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.79% | — | -6.64% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.79% | — | +3.75% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.69% | — | +1.94% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.69% | — | +2.04% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.66% | — | +1.48% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.60% | — | +0.09% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | — | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | -2.42% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -3.55% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.52% | — | +4.31% | |
| 43 | AXP | American Express Company | 股票-金融 | 0.52% | — | +4.39% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.51% | — | +16.41% | |
| 45 | CI | The Cigna Group | 股票-医疗保健 | 0.48% | — | -6.36% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | — | -2.77% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | -0.37% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +1.92% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.44% | — | +1.39% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | — | +3.92% |