CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 421 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 | 13.73% | -3.48% | +0.54% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 8.51% | — | +2.55% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.26% | — | +71.95% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.62% | -0.06% | +49.60% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 6.70% | -0.23% | +4.09% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.55% | — | +17.37% | |
| 7 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 4.82% | — | +77.55% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.13% | — | +16.54% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.09% | — | +0.77% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.98% | — | -1.15% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.96% | — | -59.21% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.64% | -0.23% | +315.04% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.56% | — | +1.05% | |
| 14 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.08% | — | +0.03% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.81% | — | +8.23% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.71% | — | +13.44% | |
| 17 | ✓ | Bank Of Kentucky Finl CORP | 股票-其他 | 1.60% | — | +0.03% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.44% | -0.48% | +1.85% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.43% | +0.19% | -5.98% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.41% | — | -18.71% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.32% | — | -2.06% | |
| 22 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.84% | — | +0.96% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.66% | — | -11.71% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | — | +4.66% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.52% | — | -8.47% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.36% | -0.12% | -3.50% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.28% | — | -25.87% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.27% | +1.30% | -3.63% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | +0.04% | -2.03% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.24% | — | -3.19% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.19% | — | -5.54% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.19% | — | +11.12% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.19% | — | -5.35% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.18% | -0.13% | +481.37% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.18% | — | -2.47% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | -0.96% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | +0.06% | +0.06% | |
| 38 | WEP | Magellan Midstream Partners | 股票-其他 | 0.16% | — | +0.71% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.16% | — | -0.25% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.15% | — | -4.86% | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.15% | — | -0.07% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.15% | — | -4.02% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.14% | +0.07% | -3.74% | |
| 44 | ARLP | Alliance Resource Partners | 股票-其他 | 0.14% | — | +0.94% | |
| 45 | ✓ | MarkWest Energy | 股票-其他 | 0.13% | — | +0.88% | |
| 46 | KMI | Kinder Morgan INC | 股票-能源 | 0.12% | — | — | |
| 47 | MTG | Mgic Investment CORP | 股票-金融 | 0.12% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.12% | -0.65% | — | |
| 49 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.12% | — | +0.84% | |
| 50 | RTN1USD | Raytheon Company | 股票-其他 | 0.11% | — | +0.27% |