CIK: 0001599904
申报总市值
US$22.7亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 32.53% | -0.30% | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 23.56% | +0.48% | — | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 10.56% | -0.11% | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 7.82% | -0.03% | — | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.57% | -0.04% | — | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.95% | -0.01% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.83% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.37% | +0.01% | — | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | +0.06% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | +0.05% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | — | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.03% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.64% | -0.24% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | +0.01% | — | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | — | |
| 18 | ✓ | Scana CORP New | 股票-其他 | 0.43% | — | — | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.40% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.03% | — | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | — | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.19% | — | — | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.18% | — | — | |
| 26 | UBSI | United Bankshares INC | 股票-金融 | 0.17% | — | — | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.17% | — | — | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.17% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.16% | +0.07% | — | |
| 30 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.16% | — | — | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.15% | -0.10% | — | |
| 32 | T | At&t INC | 股票-通信服务 | 0.15% | — | — | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | — | — | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.14% | — | — | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.13% | — | — | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.13% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.13% | — | — | |
| 38 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.12% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.12% | — | — | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.11% | — | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.11% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | +0.02% | — | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.11% | — | — | |
| 45 | MMM | 3m Co | 股票-工业 | 0.10% | — | — | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.10% | — | — | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.10% | — | — | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.10% | — | — | |
| 49 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 0.09% | — | — | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.09% | — | — |