CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 208 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 | MSFT | Microsoft CORP | 股票-科技 | 5.08% | -1.53% | — | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.85% | — | — | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.25% | — | — | |
| 4 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.20% | — | — | |
| 5 | USB | US Bancorp | 股票-金融 | 2.01% | — | — | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 1.96% | — | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.88% | — | — | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.87% | — | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.72% | — | — | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.71% | — | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.68% | -0.14% | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.61% | -0.15% | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.57% | — | — | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.55% | -0.07% | — | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.51% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | — | — | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.44% | — | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.34% | — | — | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.32% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.27% | — | — | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.26% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | — | — | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.18% | — | — | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | — | — | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | +0.34% | — | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 1.16% | — | — | |
| 27 | PCAR | Paccar INC | 股票-工业 | 1.16% | — | — | |
| 28 | T | At&t INC | 股票-通信服务 | 1.11% | — | — | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.11% | — | — | |
| 30 | DOW | Dow Chem Co | 股票-原材料 | 1.11% | — | — | |
| 31 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.10% | — | — | |
| 32 | FGP1USD | Ferrellgas Partners-lp | 股票-其他 | 1.09% | — | — | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | — | — | |
| 34 | APU | Amerigas Partners LP | 股票-其他 | 1.05% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | — | — | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.99% | — | — | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.97% | — | — | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | — | — | |
| 39 | ✓ | Powershares ETF Trust Ii | ETF-其他 | 0.91% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.29% | — | |
| 41 | ✓ | Powershares | 股票-其他 | 0.85% | — | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.85% | — | — | |
| 43 | ✓ | Advisorshares Peritus | 股票-其他 | 0.85% | — | — | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | — | — | |
| 45 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.83% | — | — | |
| 46 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.80% | — | — | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | — | — | |
| 48 | PCN | Pimco Corporate & Income Str | 股票-其他 | 0.79% | — | — | |
| 49 | ✓ | 股票-其他 | 0.75% | — | — | ||
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | — | — |