CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 518 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 | 15.44% | — | +0.12% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.26% | — | +4.43% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.25% | — | +3.82% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.41% | — | +5.88% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.33% | — | +2.95% | |
| 6 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.15% | — | -0.02% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.55% | — | -2.09% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | — | -3.12% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.46% | — | -0.90% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.14% | — | +6.53% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.99% | — | +0.81% | |
| 12 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.92% | — | -10.46% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.68% | — | -0.83% | |
| 14 | VFH | Vanguard Financials ETF | ETF-其他 | 1.47% | — | +0.39% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.26% | — | +3.99% | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.25% | — | +1.16% | |
| 17 | MO | Altria Group INC | 股票-非周期性消费 | 1.23% | — | -12.65% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.20% | — | -2.81% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.10% | — | -19.26% | |
| 20 | AMGN | Amgen INC | 股票-医疗保健 | 1.03% | — | +8.00% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | — | +1.03% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | — | +0.07% | |
| 23 | IDV | Ishares International Select | ETF-其他 | 0.80% | — | -4.24% | |
| 24 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.74% | — | — | |
| 25 | MLAB | Mesa Laboratories INC | 股票-其他 | 0.74% | — | — | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.74% | — | -5.86% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.73% | — | -9.13% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | — | -31.16% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | — | +2.94% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | — | +1.00% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.61% | — | +11.93% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | — | +2.76% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.60% | — | -10.19% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | +1.09% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | +0.02% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +14.83% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +10.32% | |
| 38 | CI | The Cigna Group | 股票-医疗保健 | 0.49% | — | — | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | — | +3.28% | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.48% | — | -3.10% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.44% | — | +31.14% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | -8.12% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | — | -3.14% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.41% | — | -5.47% | |
| 45 | CELG | Celgene CORP | 股票-其他 | 0.40% | — | +1.90% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | — | +2.91% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.39% | — | -5.52% | |
| 48 | CAT | Caterpillar INC | 股票-工业 | 0.39% | — | -6.32% | |
| 49 | AFL | Aflac INC | 股票-金融 | 0.37% | — | +251.85% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.35% | — | -59.81% |