CIK: 0001720969
申报总市值
US$8.5亿
仅显示前 200 大持股（共 203 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 21.15% | — | -14.38% | |
| 2 | WTRG | Essential Utilities, Inc. | 股票-公用事业 | 8.05% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.39% | +0.14% | +1.03% | |
| 4 | CUBI | Customers Bancorp INC | 股票-其他 | 6.81% | — | — | |
| 5 | FULT | Fulton Financial CORP | 股票-金融 | 5.92% | — | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.50% | +0.09% | NEW | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.38% | — | +16.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.29% | +1.98% | — | |
| 9 | XELBUSD | Xcel Brands INC | 股票-其他 | 2.14% | — | — | |
| 10 | RGA | Reinsurance Group Of America | 股票-金融 | 2.06% | — | -4.50% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.85% | -0.01% | +47.36% | |
| 12 | CNO | Cno Financial Group INC | 股票-金融 | 1.72% | — | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.72% | — | +27.69% | |
| 14 | ✓ | Powershares | 股票-其他 | 1.70% | — | +27.97% | |
| 15 | VFC | Vf CORP | 股票-周期性消费 | 1.55% | — | — | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.45% | — | +75.94% | |
| 17 | GIL | Gildan Activewear INC | 股票-周期性消费 | 1.39% | — | — | |
| 18 | EFX | Equifax INC | 股票-工业 | 1.37% | — | — | |
| 19 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.36% | — | — | |
| 20 | ✓ | 股票-其他 | 1.15% | — | — | ||
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.03% | +0.17% | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.13% | -0.64% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.93% | -0.05% | — | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.78% | — | +0.32% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | -0.02% | — | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.65% | — | +4837.60% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.61% | — | -3.94% | |
| 28 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.61% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | +59.15% | |
| 30 | WRLD | World Acceptance CORP | 股票-其他 | 0.56% | — | -53.05% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | — | |
| 32 | ET | Energy Transfer LP | 股票-能源 | 0.46% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | — | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.36% | — | — | |
| 35 | PPL | Ppl CORP | 股票-公用事业 | 0.35% | — | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.35% | — | — | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.32% | — | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.31% | — | — | |
| 39 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 0.29% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | -0.06% | — | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.28% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | +0.27% | +7.37% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.26% | — | — | |
| 45 | GWW | Ww Grainger INC | 股票-工业 | 0.25% | — | — | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.24% | — | — | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.24% | — | — | |
| 48 | SPH | Suburban Propane Partners LP | 股票-其他 | 0.24% | — | +77.78% | |
| 49 | SEIC | Sei Investments Company | 股票-金融 | 0.23% | — | — | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.22% | — | — |