CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 628 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 | 12.46% | — | +7.60% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.82% | — | +0.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.93% | — | +9.77% | |
| 4 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.72% | — | — | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.56% | — | +15.78% | |
| 6 | IDV | Ishares International Select | ETF-其他 | 3.13% | — | +2.83% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.89% | — | +2.72% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.26% | — | +5.28% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.16% | — | +6.13% | |
| 10 | MLAB | Mesa Laboratories INC | 股票-其他 | 1.82% | — | -12.82% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.74% | — | +8.90% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.61% | — | +1.20% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.51% | — | -21.36% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.40% | — | -2.18% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.39% | — | +2.01% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.31% | — | +7.08% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.29% | — | +12.34% | |
| 18 | AMGN | Amgen INC | 股票-医疗保健 | 1.13% | — | -0.82% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.10% | — | +15.95% | |
| 20 | MO | Altria Group INC | 股票-非周期性消费 | 1.06% | — | +14.81% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.88% | — | -0.43% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 0.88% | — | +0.31% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.87% | — | -3.69% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +11.70% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.81% | — | +2.79% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | — | +16.23% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | +60.72% | |
| 28 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.71% | — | -10.42% | |
| 29 | ✓ | Airgas INC | 股票-其他 | 0.70% | — | +0.93% | |
| 30 | CI | The Cigna Group | 股票-医疗保健 | 0.67% | — | — | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 0.66% | — | +34.50% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | — | -3.16% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.63% | — | +38.47% | |
| 34 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.56% | — | +1129.02% | |
| 35 | AXP | American Express Company | 股票-金融 | 0.56% | — | +1.65% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | — | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | — | -3.69% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | — | +17.50% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.51% | — | -1.50% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | +9.95% | |
| 41 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.48% | — | +30.26% | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.47% | — | +3.09% | |
| 43 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.47% | — | -4.00% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | -7.38% | |
| 45 | VDE | Vanguard Energy ETF | ETF-其他 | 0.44% | — | +4.79% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | +10.61% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | — | — | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.43% | — | +121.71% | |
| 49 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.40% | — | -44.09% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.39% | — | +8.29% |