CIK: 0001481714
申报总市值
US$11.1亿
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 25.00% | +0.09% | +0.42% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 23.51% | -0.07% | -3.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 13.13% | -0.03% | -0.85% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 11.58% | -0.03% | +4.78% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.42% | -0.02% | -2.18% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.42% | — | -3.40% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.48% | +0.02% | +3.22% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.38% | — | -1.65% | |
| 9 | MO | Altria Group INC | 股票-非周期性消费 | 2.15% | — | -0.20% | |
| 10 | PM | Philip Morris International | 股票-非周期性消费 | 1.51% | -0.05% | +0.64% | |
| 11 | KMX | Carmax INC | 股票-周期性消费 | 1.14% | -0.02% | EXIT | |
| 12 | D | Dominion Energy INC | 股票-公用事业 | 0.70% | — | -0.85% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.01% | -2.82% | |
| 14 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.49% | -0.02% | +0.16% | |
| 15 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.42% | — | — | |
| 16 | PII | Polaris INC | 股票-周期性消费 | 0.41% | — | +0.05% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.33% | — | -0.35% | |
| 18 | AAPL | Apple Computer | 股票-科技 | 0.30% | — | -3.77% | |
| 19 | MMS | Maximus INC | 股票-工业 | 0.29% | -0.02% | EXIT | |
| 20 | COF | Capital One Financial CORP | 股票-金融 | 0.25% | — | -0.58% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.24% | — | -3.15% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | — | +0.14% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | -0.03% | +0.03% | |
| 24 | UDR | Udr INC | 股票-房地产 | 0.20% | — | +4.41% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | -5.00% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.19% | — | -5.21% | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.17% | — | +4.84% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.16% | — | +0.13% | |
| 29 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.15% | — | -2.82% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.15% | — | -10.81% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.15% | — | +0.06% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.15% | — | +0.01% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.14% | — | +3.01% | |
| 34 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.14% | — | +1.10% | |
| 35 | ✓ | Bb & T CORP | 股票-其他 | 0.12% | — | -8.64% | |
| 36 | GWW | Ww Grainger INC | 股票-工业 | 0.12% | — | +1.49% | |
| 37 | BDN | Brandywine Realty Trust | 股票-其他 | 0.11% | — | -11.11% | |
| 38 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.11% | — | +2.31% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.11% | — | +18.21% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.10% | — | -0.51% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | — | |
| 42 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.09% | — | +0.42% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.09% | — | +0.21% | |
| 44 | LBAIUSD | Lakeland Bancorp INC | 股票-其他 | 0.09% | — | +0.73% | |
| 45 | BAC | Bank of America Corporation | 股票-金融 | 0.08% | — | -7.48% |