CIK: 0001540141
申报总市值
US$8.9亿
仅显示前 200 大持股（共 213 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.62% | -0.44% | +6.00% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 2.98% | -0.78% | -2.60% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.95% | -0.06% | +2.76% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.82% | +0.28% | -0.44% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.75% | — | -1.12% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.61% | +0.08% | -0.61% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.23% | +0.15% | -4.78% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.11% | -0.47% | -0.11% | |
| 9 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.03% | +0.06% | +7.40% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.01% | +0.08% | +0.74% | |
| 11 | UTXZ | United Tech CORP | 股票-其他 | 1.83% | +0.08% | -9.49% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.74% | -0.17% | +13.22% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.66% | -0.19% | -9.78% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.57% | — | -2.86% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.47% | +0.28% | -14.97% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.45% | +0.08% | -0.73% | |
| 17 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.44% | — | +5.85% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | +0.07% | -9.41% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.37% | -0.05% | +0.91% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.32% | -0.21% | -8.03% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.21% | +0.20% | -0.78% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.16% | +0.05% | +0.62% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 1.10% | +0.18% | -6.43% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | +0.06% | +2.85% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.06% | — | +0.60% | |
| 26 | T | At&t INC | 股票-通信服务 | 1.04% | — | +0.71% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 1.04% | +0.05% | +1.29% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.02% | — | -4.69% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | +0.90% | |
| 30 | VDE | Vanguard Energy ETF | ETF-其他 | 1.01% | — | -0.38% | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.99% | — | -15.03% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.05% | -1.10% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.91% | +0.07% | -1.92% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.91% | +0.06% | +0.41% | |
| 35 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.90% | — | +32.36% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.89% | — | -1.81% | |
| 37 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.87% | +0.07% | -4.49% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | +0.09% | +1.16% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | +1.80% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.79% | — | -18.22% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.78% | — | -8.17% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | — | -10.74% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | +6.14% | |
| 44 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.71% | — | +9.95% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.71% | +0.11% | +0.57% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.70% | +0.05% | -17.60% | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.67% | +0.06% | +8.56% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.65% | — | -2.11% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.62% | +0.07% | -1.29% | |
| 50 | MO | Altria Group INC | 股票-非周期性消费 | 0.61% | — | -5.46% |