CIK: 0001540141
申报总市值
US$8.9亿
仅显示前 200 大持股（共 215 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 | 4.16% | -0.53% | -0.18% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.78% | — | +1.28% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.61% | -0.44% | -0.21% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.50% | +0.28% | -0.44% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.30% | -0.78% | +3.67% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.25% | +0.08% | +0.50% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.09% | +0.15% | +1.24% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 2.04% | — | +2.54% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.99% | -0.47% | +3.80% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.98% | -0.19% | +1.18% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.93% | +0.08% | -0.21% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.74% | +0.06% | +0.44% | |
| 13 | UTXZ | United Tech CORP | 股票-其他 | 1.60% | +0.08% | +1.60% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.59% | — | +2.23% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.56% | -0.21% | +1.82% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.54% | -0.06% | +3.61% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.28% | +2.75% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.33% | -0.05% | +0.68% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.28% | +0.08% | +0.78% | |
| 20 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.24% | — | +10.74% | |
| 21 | VDE | Vanguard Energy ETF | ETF-其他 | 1.23% | — | +1.31% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.22% | +0.07% | -2.27% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | +0.07% | +3.12% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.20% | — | +2.31% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.16% | +0.18% | +2.82% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.12% | +0.05% | -0.24% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 1.11% | +0.05% | +4.44% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.10% | — | -0.57% | |
| 29 | T | At&t INC | 股票-通信服务 | 1.09% | — | +2.07% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.08% | +0.20% | +1.18% | |
| 31 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.00% | +0.07% | -1.66% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.97% | — | +4.54% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.95% | — | -1.72% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.05% | +4.77% | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.93% | — | +8.05% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | +1.00% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.86% | — | -2.64% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.80% | — | — | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.79% | — | +0.54% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.79% | +0.06% | +2.21% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.78% | — | +3.90% | |
| 42 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.78% | — | +6.07% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.06% | +6.09% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.72% | +0.05% | -0.63% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | -0.17% | +5.71% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.71% | — | +11.92% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | +0.09% | +0.64% | |
| 48 | O | Realty Income CORP | 股票-房地产 | 0.70% | — | -25.43% | |
| 49 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.69% | — | -0.27% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.68% | — | +7.45% |