CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 390 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 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.76% | -0.63% | -4.72% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.84% | -0.11% | -6.25% | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 3.63% | — | -9.57% | |
| 4 | FISV | Fiserv INC | 股票-其他 | 2.70% | -0.01% | -6.47% | |
| 5 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 2.07% | -0.47% | +13.32% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.04% | +0.02% | -22.49% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | — | -23.46% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | — | -6.41% | |
| 9 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.81% | — | -9.71% | |
| 10 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.78% | +0.15% | -9.35% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.68% | +0.03% | -9.56% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.67% | -0.21% | -10.86% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.65% | +0.76% | -0.82% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.62% | -0.34% | -2.70% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.59% | -0.01% | +546.09% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | +0.41% | -8.15% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.55% | +0.03% | +7191.49% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.47% | +0.05% | -17.27% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.44% | +0.10% | -9.53% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.38% | — | -2.42% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.36% | -0.03% | -4.40% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | +27.61% | |
| 23 | AXP | American Express Company | 股票-金融 | 1.33% | — | -18.44% | |
| 24 | AFL | Aflac INC | 股票-金融 | 1.32% | — | -15.47% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 1.32% | +0.08% | -21.15% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.32% | +0.02% | -13.59% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 1.26% | — | -1.51% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | — | -20.53% | |
| 29 | VDE | Vanguard Energy ETF | ETF-其他 | 1.21% | +0.22% | +36.19% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.21% | — | -1.97% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 1.17% | — | -5.06% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | — | -6.53% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 1.12% | -0.25% | -1.10% | |
| 34 | OMC | Omnicom Group | 股票-通信服务 | 1.10% | -0.39% | -17.67% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.08% | — | +10.30% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.03% | — | -0.26% | |
| 37 | EMLP | First Trust North American E | ETF-其他 | 1.00% | +0.67% | +103.66% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.98% | +0.02% | -2.21% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.94% | — | -11.90% | |
| 40 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.94% | — | -28.65% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.91% | -0.07% | -11.57% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.89% | — | -3.12% | |
| 43 | UTXZ | United Tech CORP | 股票-其他 | 0.83% | +0.01% | -33.58% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.81% | — | +174.41% | |
| 45 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.80% | -0.11% | +2.24% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | — | -20.80% | |
| 47 | HUBG | Hub Group Inc-cl A | 股票-其他 | 0.78% | — | — | |
| 48 | JWNUSD | Nordstrom INC | 股票-其他 | 0.76% | — | -5.38% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | — | -21.79% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.65% | +0.12% | +0.03% |