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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.85% | +0.23% | +0.48% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.79% | — | +0.56% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.72% | +0.13% | +0.42% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 4.15% | — | -0.16% | |
| 5 | GILD | Gilead Sciences INC | 股票-医疗保健 | 4.01% | +0.17% | -0.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | -0.57% | — | |
| 7 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.86% | — | +0.42% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.82% | -0.09% | +0.88% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.55% | -0.92% | -0.61% | |
| 10 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.39% | -0.05% | -1.84% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.97% | -0.46% | -0.60% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 2.87% | — | +0.01% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.83% | +0.17% | -0.57% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.77% | -0.06% | +0.21% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.42% | — | -0.69% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.15% | +0.21% | +0.68% | |
| 17 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.65% | +0.18% | +5.02% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.61% | +0.13% | +0.04% | |
| 19 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 1.57% | — | -1.04% | |
| 20 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.56% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | -0.48% | -2.64% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.43% | — | -27.84% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.39% | +0.09% | -0.99% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | -0.17% | +0.13% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.26% | +0.06% | — | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | — | -1.62% | |
| 27 | ALL | Allstate CORP | 股票-金融 | 1.22% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.11% | -1.75% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.16% | -0.01% | — | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.13% | -0.08% | — | |
| 31 | MET | Metlife INC | 股票-金融 | 1.12% | — | -6.72% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.09% | — | -2.14% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | -0.15% | -6.11% | |
| 34 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.14% | — | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 1.07% | — | -0.44% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 1.03% | -0.05% | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.01% | -0.06% | +0.08% | |
| 38 | AXP | American Express Company | 股票-金融 | 0.96% | — | -9.14% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.90% | — | — | |
| 40 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.88% | — | — | |
| 41 | GM | General Motors Co | 股票-周期性消费 | 0.88% | -0.08% | — | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | -0.88% | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | — | +8.04% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.74% | — | -19.08% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.69% | +0.05% | -3.65% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.64% | — | — | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.63% | — | — | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.14% | -3.45% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.51% | +0.05% | — | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.46% | — | — |