CIK: 0001692038
申报总市值
US$21.9亿
仅显示前 200 大持股（共 235 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 14.14% | — | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.79% | -0.32% | — | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 7.40% | -0.50% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.18% | -1.13% | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.99% | — | — | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.66% | — | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.19% | -0.57% | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.68% | — | — | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.57% | — | — | |
| 10 | ✓ | Pinnacle Foods INC Delcom Usd0 | 股票-其他 | 2.04% | — | — | |
| 11 | ✓ | 股票-其他 | 2.01% | — | — | ||
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.86% | — | — | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.42% | — | — | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.41% | — | — | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.31% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.25% | -0.17% | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.26% | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.07% | — | — | |
| 19 | UNM | Unum Group | 股票-金融 | 1.04% | — | — | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | — | — | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.77% | — | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | — | |
| 23 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.73% | — | — | |
| 24 | CELG | Celgene CORP | 股票-其他 | 0.72% | — | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.68% | — | — | |
| 26 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.62% | — | — | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | — | |
| 28 | AEFC | Aegon Funding Company LLC 5.10% | 股票-其他 | 0.62% | — | — | |
| 29 | ✓ | Ace Limited | 股票-其他 | 0.62% | — | — | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | -0.26% | — | |
| 31 | AMT | American Tower CORP | 股票-房地产 | 0.60% | — | — | |
| 32 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.59% | — | — | |
| 33 | AVGO | Broadcom Inc. | 股票-科技 | 0.59% | — | — | |
| 34 | ✓ | Verizon Communications Inc. | 股票-其他 | 0.57% | — | — | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.57% | -0.01% | — | |
| 36 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.56% | — | — | |
| 37 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.54% | — | — | |
| 38 | ✓ | Alphabet Inc. | 股票-其他 | 0.52% | — | — | |
| 39 | MKL | Markel Group INC | 股票-金融 | 0.51% | — | — | |
| 40 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.51% | — | — | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.50% | — | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.49% | — | — | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.47% | — | — | |
| 44 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.47% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | -0.04% | — | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.45% | — | — | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | — | |
| 48 | UTXZ | United Tech CORP | 股票-其他 | 0.44% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.08% | — | |
| 50 | VFC | Vf CORP | 股票-周期性消费 | 0.43% | — | — |