CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股(共 580 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 | 17.92% | — | -8.03% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.54% | — | -8.98% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.61% | — | -1.11% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.65% | — | -13.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.42% | — | -1.32% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.93% | — | +0.23% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.53% | — | -6.68% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.44% | — | -9.33% | |
| 9 | WST | West Pharmaceutical Services | 股票-医疗保健 | 2.31% | — | — | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.13% | — | -5.74% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.06% | — | -5.95% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.46% | — | -17.08% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.18% | — | -3.54% | |
| 14 | AMGN | Amgen INC | 股票-医疗保健 | 1.08% | — | -4.72% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.04% | — | +1.46% | |
| 16 | VFH | Vanguard Financials ETF | ETF-其他 | 1.01% | — | -8.21% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.98% | — | -8.04% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 0.83% | — | -8.95% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.80% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.79% | — | -7.43% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.79% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -0.85% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | -4.97% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.72% | — | -6.81% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | — | +3.56% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 0.72% | — | -4.14% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | -1.07% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.68% | — | +8.43% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | -7.17% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +7.48% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | +33.06% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | -7.04% | |
| 33 | IDV | Ishares International Select | ETF-其他 | 0.56% | — | -11.60% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.54% | — | +7.51% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | -0.47% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.50% | — | -16.55% | |
| 37 | FDX | Fedex CORP | 股票-工业 | 0.47% | — | -10.74% | |
| 38 | CI | The Cigna Group | 股票-医疗保健 | 0.47% | — | — | |
| 39 | CAT | Caterpillar INC | 股票-工业 | 0.46% | — | -6.07% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.46% | — | -3.37% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | -11.57% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | — | -5.08% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.45% | — | -8.39% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.40% | — | -10.06% | |
| 45 | AFL | Aflac INC | 股票-金融 | 0.39% | — | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -8.74% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | — | -14.99% | |
| 48 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.39% | — | — | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.38% | — | +16.82% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | -4.56% |