CIK: 0001631930
申报总市值
US$3.4亿
| # | 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 | GILD | Gilead Sciences INC | 股票-医疗保健 | 4.64% | +0.17% | +0.47% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.28% | +0.13% | +2.81% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.09% | +0.23% | +1.62% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.85% | — | +2.98% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.82% | -0.57% | +0.22% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 3.72% | -0.92% | +1.83% | |
| 7 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.69% | — | +1.00% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.58% | -0.46% | +0.00% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.53% | — | +0.93% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.42% | -0.09% | +1.48% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.39% | -0.05% | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.96% | -0.06% | +3.39% | |
| 13 | MMM | 3m Co | 股票-工业 | 2.36% | — | -0.44% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.28% | — | — | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.26% | +0.17% | — | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.15% | +0.21% | -5.03% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.15% | — | -0.80% | |
| 18 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.87% | +0.18% | +15.21% | |
| 19 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 1.66% | — | +1.20% | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 1.56% | +0.09% | +2.23% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.49% | -0.08% | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.39% | — | +2.64% | |
| 23 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.33% | — | — | |
| 24 | MET | Metlife INC | 股票-金融 | 1.30% | — | +3.99% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | -0.15% | — | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 1.21% | +0.13% | — | |
| 27 | ALL | Allstate CORP | 股票-金融 | 1.21% | — | — | |
| 28 | AXP | American Express Company | 股票-金融 | 1.16% | — | — | |
| 29 | KSS | Kohls CORP | 股票-周期性消费 | 1.14% | — | — | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.12% | -0.05% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.11% | — | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.09% | -0.01% | +2.15% | |
| 33 | DE | Deere & Co | 股票-工业 | 1.05% | — | — | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 1.02% | — | +12.45% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | -0.17% | +5.44% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.88% | -0.06% | +2.24% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.87% | +0.06% | +1.92% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.86% | — | — | |
| 39 | MUR | Murphy Oil CORP | 股票-能源 | 0.86% | — | +5.05% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.14% | — | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.80% | — | +2.12% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.79% | — | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | +5.68% | |
| 44 | GOOG | Alphabet A | 股票-通信服务 | 0.70% | — | — | |
| 45 | 9990302D | Apache CORP | 股票-其他 | 0.70% | — | +18.42% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.67% | +0.05% | — | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.65% | — | — | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.64% | — | +2.15% | |
| 49 | ETRA | E*trade Financial CORP | 股票-其他 | 0.63% | — | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.62% | — | — |