CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 572 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 | 15.13% | — | +7.71% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.46% | — | -3.27% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.99% | — | +6.70% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.44% | — | +15.45% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.96% | — | -0.10% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.93% | — | -0.10% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.70% | — | -2.29% | |
| 8 | WST | West Pharmaceutical Services | 股票-医疗保健 | 2.67% | — | — | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.40% | — | -1.73% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.94% | — | +19.65% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.85% | — | +0.88% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.70% | — | +3.73% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.42% | — | -0.42% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.42% | — | -13.16% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.42% | — | -6.06% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.39% | — | +46.03% | |
| 17 | MLAB | Mesa Laboratories INC | 股票-其他 | 1.31% | — | -11.41% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 1.31% | — | -0.19% | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.29% | — | +0.08% | |
| 20 | VFH | Vanguard Financials ETF | ETF-其他 | 1.26% | — | +30.19% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | — | +0.38% | |
| 22 | IDV | Ishares International Select | ETF-其他 | 1.03% | — | -3.26% | |
| 23 | AMGN | Amgen INC | 股票-医疗保健 | 1.02% | — | -0.13% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.92% | — | -10.20% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.83% | — | -1.34% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | — | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.76% | — | +0.58% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.75% | — | +0.02% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | — | +4.44% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.70% | — | +1.84% | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 0.67% | — | -3.06% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | -4.55% | |
| 33 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.58% | — | — | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | +0.58% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | +6.18% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | -3.00% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.52% | — | -6.14% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | +61.35% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +1.93% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | — | +0.07% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | — | +15.65% | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.43% | — | -1.00% | |
| 43 | CI | The Cigna Group | 股票-医疗保健 | 0.42% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | -4.05% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | -1.93% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.38% | — | +0.55% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.38% | — | +1.79% | |
| 48 | AXP | American Express Company | 股票-金融 | 0.38% | — | +1.01% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | -11.16% | |
| 50 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.35% | — | +0.07% |