CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 428 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 14.09% | -3.48% | +0.45% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.54% | — | +4.49% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 7.78% | — | +2.20% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.86% | — | +0.48% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 6.25% | -0.23% | +2.81% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.12% | -0.06% | +5.80% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.56% | — | +12.45% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.19% | — | +0.01% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.19% | — | +0.01% | |
| 10 | IDV | Ishares International Select | ETF-其他 | 2.99% | — | +8.51% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.62% | — | +3.05% | |
| 12 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 2.33% | — | +118.93% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.25% | — | +102.47% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.09% | -0.12% | +539.59% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.04% | — | +10163.08% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.55% | +0.19% | +0.11% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.53% | — | +5.95% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | -0.48% | +3.70% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.45% | — | +11.81% | |
| 20 | ✓ | Bank Of Kentucky Finl CORP | 股票-其他 | 1.42% | — | +0.88% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.41% | — | +1.28% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.89% | — | -3.59% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.66% | — | -2.19% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | -0.23% | -27.80% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | — | +9.56% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.38% | — | +14.24% | |
| 27 | ARLP | Alliance Resource Partners | 股票-其他 | 0.30% | — | +101.81% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.30% | — | +1.51% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.29% | +1.30% | +8.56% | |
| 30 | ✓ | Rhino Resource Partners LP | 股票-其他 | 0.29% | — | -2.15% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | +0.04% | +1.74% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.25% | — | +0.28% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.23% | — | -7.76% | |
| 34 | T | At&t INC | 股票-通信服务 | 0.23% | — | -7.56% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | -8.70% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.06% | -0.49% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.19% | — | +0.27% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.18% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.18% | +0.07% | +1.72% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.18% | — | +0.35% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.17% | — | -9.50% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.17% | — | -8.53% | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.16% | — | +0.72% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.16% | — | -0.09% | |
| 45 | WEP | Magellan Midstream Partners | 股票-其他 | 0.15% | — | +0.72% | |
| 46 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.15% | — | +0.74% | |
| 47 | ✓ | MarkWest Energy | 股票-其他 | 0.15% | — | +5.89% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.14% | — | — | |
| 49 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.14% | — | -6.17% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.13% | — | -3.99% |