CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 1301 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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 6.79% | +0.06% | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.70% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.31% | — | — | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.19% | — | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.09% | — | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.95% | — | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.77% | — | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.71% | — | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.70% | -0.18% | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.69% | -0.17% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.60% | — | — | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.46% | — | — | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | — | — | |
| 14 | MR4 | Meridian Bioscience INC | 股票-其他 | 1.38% | — | — | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.29% | — | — | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.17% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | — | — | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | — | — | |
| 19 | ✓ | Powershares | 股票-其他 | 0.78% | — | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.77% | — | — | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | — | — | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.72% | — | — | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.10% | — | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | — | — | |
| 25 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.70% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.62% | — | |
| 27 | ✓ | Exxon Mobil Corporation | 股票-其他 | 0.69% | — | — | |
| 28 | ✓ | Target Corporation | 股票-其他 | 0.67% | — | — | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | — | |
| 30 | ✓ | MainSource | 股票-其他 | 0.62% | — | — | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.60% | — | — | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.59% | — | — | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.58% | — | — | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | — | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.48% | — | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.10% | — | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | — | — | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | — | |
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.42% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | — | — | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | — | — | |
| 45 | ✓ | 3m Co | 股票-其他 | 0.40% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | — | |
| 47 | ✓ | Oracle Corporation | 股票-其他 | 0.38% | — | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.38% | — | — | |
| 49 | TWXCHF | Time Warner INC | 股票-其他 | 0.38% | — | — | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.37% | — | — |