CIK: 0001653866
申报总市值
US$4.8亿
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 19.89% | +1.29% | +0.53% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.18% | +0.18% | -3.49% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.13% | -0.64% | +4.70% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.10% | -0.94% | +1.15% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.87% | -1.44% | +8.71% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.05% | — | +0.72% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.18% | — | -9.36% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.49% | +0.04% | +0.72% | |
| 9 | PEP | Pepsico INC | 股票-非周期性消费 | 2.32% | +0.03% | -0.16% | |
| 10 | PM | Philip Morris International | 股票-非周期性消费 | 2.18% | +0.14% | -5.80% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.10% | +0.28% | -0.19% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.96% | +0.05% | -0.52% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.80% | -0.51% | +27.11% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | — | -0.71% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.58% | +0.03% | -30.32% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.56% | +0.17% | +6.79% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.52% | -0.45% | +105.85% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.36% | — | +159.16% | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.31% | — | -0.11% | |
| 20 | T | At&t INC | 股票-通信服务 | 1.27% | — | +3.12% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.27% | — | +2.15% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.08% | — | -1.36% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.07% | — | +1.43% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.05% | +0.24% | +11.66% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 1.00% | — | +5.11% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.94% | -0.03% | +125.03% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | +0.08% | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.93% | — | +19.60% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.90% | — | -8.92% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | +0.08% | +0.25% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.88% | +0.02% | -0.40% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.88% | — | +9.30% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | — | +2.56% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.85% | -0.76% | +8.30% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | +0.09% | +7.91% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | — | -6.08% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | — | +3.55% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | +0.07% | |
| 39 | ✓ | Barclays Bk PLC | 股票-其他 | 0.63% | — | -10.30% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.61% | — | -2.57% | |
| 41 | MO | Altria Group INC | 股票-非周期性消费 | 0.58% | — | +0.10% | |
| 42 | SYY | Sysco CORP | 股票-非周期性消费 | 0.57% | — | -2.06% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.56% | -0.18% | +19.81% | |
| 44 | HAL | Halliburton Co | 股票-能源 | 0.55% | — | -0.54% | |
| 45 | ET | Energy Transfer LP | 股票-能源 | 0.53% | — | — | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.37% | +0.04% | +27.07% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.35% | — | +3.06% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.35% | -0.51% | +50.05% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.34% | — | -1.53% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | +0.07% | +7.91% |