CIK: 0001481714
申报总市值
US$11.7亿
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 24.04% | -0.31% | +3.66% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 23.31% | +0.81% | +18.83% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 13.02% | +0.08% | -13.04% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 11.95% | +0.03% | -1.42% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.52% | +0.02% | -8.46% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.84% | — | -7.41% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.46% | -0.04% | -0.85% | |
| 8 | MO | Altria Group INC | 股票-非周期性消费 | 2.08% | +0.02% | -1.41% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | — | -2.35% | |
| 10 | PM | Philip Morris International | 股票-非周期性消费 | 1.39% | +0.04% | -3.37% | |
| 11 | KMX | Carmax INC | 股票-周期性消费 | 1.33% | +0.02% | NEW | |
| 12 | D | Dominion Energy INC | 股票-公用事业 | 0.71% | +0.02% | +3.38% | |
| 13 | BDN | Brandywine Realty Trust | 股票-其他 | 0.48% | — | +262.51% | |
| 14 | PII | Polaris INC | 股票-周期性消费 | 0.48% | — | +0.03% | |
| 15 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.44% | — | -0.23% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.03% | +0.44% | |
| 17 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.32% | -0.05% | — | |
| 18 | T | At&t INC | 股票-通信服务 | 0.30% | — | +18.02% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.30% | +0.01% | -1.17% | |
| 20 | COF | Capital One Financial CORP | 股票-金融 | 0.26% | — | +0.49% | |
| 21 | MMS | Maximus INC | 股票-工业 | 0.24% | — | -0.86% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.22% | — | -4.88% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | — | -0.96% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.18% | — | -5.53% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 0.17% | — | -0.04% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | — | -4.95% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.16% | — | -2.21% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.16% | — | +8.33% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.16% | — | -2.59% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | +0.01% | — | |
| 31 | BBTUSD | Bb&t CORP | 股票-其他 | 0.14% | — | +0.15% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.14% | — | +6.80% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.14% | — | -1.27% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.13% | — | +0.01% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.13% | — | +1.18% | |
| 36 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.12% | — | -6.23% | |
| 37 | UDR | Udr INC | 股票-房地产 | 0.12% | — | — | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.11% | — | +14.90% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.11% | — | -7.80% | |
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.11% | — | +8.55% | |
| 41 | LBAIUSD | Lakeland Bancorp INC | 股票-其他 | 0.09% | — | +0.54% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.09% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.09% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.09% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | — | -41.51% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.08% | — | -12.07% | |
| 47 | GWW | Ww Grainger INC | 股票-工业 | 0.08% | +0.01% | -2.31% |