CIK: 0001631864
申报总市值
US$14.6亿
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.56% | +0.10% | -1.46% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.37% | +0.12% | +1.96% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.76% | +0.19% | +11.47% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.66% | -0.20% | -2.08% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.42% | — | +2.90% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.83% | — | +5.63% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.42% | — | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.28% | -0.19% | +2.60% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.04% | — | +10.69% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.95% | +0.12% | +5.40% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.80% | — | -16.78% | |
| 12 | ✓ | 股票-其他 | 1.73% | — | +4.35% | ||
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.78% | +5.43% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.51% | — | +4.68% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | — | +2.68% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.42% | — | +0.24% | |
| 17 | ✓ | Spdr Bloomberg Convertible Sec | 股票-其他 | 1.41% | — | +3.61% | |
| 18 | ✓ | 股票-其他 | 1.33% | — | — | ||
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.30% | — | +2.47% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.28% | — | +12.88% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.18% | — | -4.96% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.17% | — | +120.34% | |
| 23 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 1.15% | — | -2.10% | |
| 24 | MMM | 3m Co | 股票-工业 | 1.14% | — | +1.43% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.11% | — | +6.45% | |
| 26 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.10% | — | +3.43% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.99% | — | +0.26% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.98% | -0.52% | +12.91% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | — | +3.25% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | — | -1.69% | |
| 31 | MO | Altria Group INC | 股票-非周期性消费 | 0.91% | — | +6.36% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | +5.90% | |
| 33 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.86% | — | -0.43% | |
| 34 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.86% | — | +22.15% | |
| 35 | ✓ | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | 股票-其他 | 0.85% | — | +10.69% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.85% | — | +3.58% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +4.82% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.80% | — | -1.19% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | — | +6.81% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.79% | — | — | |
| 41 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.77% | — | +8.85% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | -0.14% | +11.82% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.75% | — | +2.60% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.74% | -0.14% | +3.61% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | +1.05% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.73% | — | -1.40% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.73% | — | +5.05% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.71% | — | +31.64% | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.69% | — | +2.63% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | -1.31% |