CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 318 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.65% | — | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 11.41% | -0.23% | — | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 10.39% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.11% | -0.06% | — | |
| 5 | HDV | Ishares Core High Dividend E | ETF-其他 | 4.79% | — | — | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.28% | — | — | |
| 7 | IDV | Ishares International Select | ETF-其他 | 4.17% | — | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.17% | -0.13% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.02% | — | — | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.69% | +0.19% | — | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.55% | — | — | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.45% | — | — | |
| 13 | ✓ | Bank Of Kentucky Finl CORP | 股票-其他 | 2.42% | — | — | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 2.20% | -0.48% | — | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.77% | — | — | |
| 16 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.36% | — | — | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.26% | — | — | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.24% | — | — | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | — | — | |
| 20 | USB | US Bancorp | 股票-金融 | 0.58% | — | — | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.50% | — | — | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.47% | +1.30% | — | |
| 23 | ✓ | Rhino Resource Partners LP | 股票-其他 | 0.45% | — | — | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.04% | — | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.39% | — | — | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.37% | — | — | |
| 27 | DUK | Duke Energy CORP | 股票-公用事业 | 0.37% | — | — | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.35% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | +0.06% | — | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | — | — | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.30% | — | — | |
| 32 | T | At&t INC | 股票-通信服务 | 0.30% | — | — | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.30% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.29% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | — | — | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.29% | -0.12% | — | |
| 37 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.28% | — | — | |
| 38 | WEP | Magellan Midstream Partners | 股票-其他 | 0.27% | — | — | |
| 39 | ARLP | Alliance Resource Partners | 股票-其他 | 0.26% | — | — | |
| 40 | KEY | Keycorp | 股票-金融 | 0.26% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.07% | — | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.24% | — | — | |
| 43 | BP | Bp Plc-spons Adr | 股票-能源 | 0.24% | — | — | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.24% | — | — | |
| 45 | ASH | Ashland Inc. | 股票-原材料 | 0.23% | — | — | |
| 46 | ✓ | MarkWest Energy | 股票-其他 | 0.23% | — | — | |
| 47 | C | Citigroup INC | 股票-金融 | 0.22% | — | — | |
| 48 | ✓ | Natural Resource Partners LP | 股票-其他 | 0.22% | — | — | |
| 49 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.22% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.21% | — | — |