CIK: 0001540141
申报总市值
US$8.9亿
仅显示前 200 大持股（共 210 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.31% | -0.53% | -0.47% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.80% | — | -0.68% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.35% | — | +2.82% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.22% | -0.44% | +1.07% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.83% | -0.78% | -0.68% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.53% | +0.08% | +0.26% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.48% | +0.28% | -0.79% | |
| 8 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.97% | +0.06% | +2.96% | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.91% | -0.19% | +0.31% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.91% | -0.47% | +1.04% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.87% | +0.15% | -0.10% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.75% | -0.05% | +3.93% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.71% | +0.08% | -0.99% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.58% | — | -4.52% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.58% | +0.28% | -0.74% | |
| 16 | UTXZ | United Tech CORP | 股票-其他 | 1.52% | +0.08% | -0.26% | |
| 17 | VDE | Vanguard Energy ETF | ETF-其他 | 1.43% | — | +7.59% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.40% | +0.07% | -3.35% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | — | -1.96% | |
| 20 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.30% | +0.08% | -0.42% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.27% | -0.21% | +0.89% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.25% | +0.20% | -1.34% | |
| 23 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.24% | +0.07% | -0.89% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.17% | — | +0.15% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.07% | +3.70% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.13% | — | -0.00% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.09% | -0.06% | +13.81% | |
| 28 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.00% | — | +9.73% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.05% | +0.23% | |
| 30 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.92% | +0.06% | -1.05% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.92% | +0.18% | -1.88% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | +0.05% | -0.48% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.89% | — | -0.51% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.81% | +0.06% | -0.42% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | +0.09% | -4.33% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | — | +0.79% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.73% | — | -0.68% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.72% | +0.05% | +8.83% | |
| 39 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.70% | — | -0.83% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | — | -1.32% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.67% | +0.05% | — | |
| 42 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.66% | — | +1.94% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.65% | — | — | |
| 44 | O | Realty Income CORP | 股票-房地产 | 0.63% | — | +11.72% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.60% | — | -7.33% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -0.88% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.58% | — | -1.98% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | +6.94% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.55% | — | +0.81% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.54% | — | -1.66% |