CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 240 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 | 4.40% | -0.63% | -1.50% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.81% | -0.11% | -0.17% | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 3.27% | — | +0.45% | |
| 4 | FISV | Fiserv INC | 股票-其他 | 2.88% | -0.01% | -1.71% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.07% | -0.01% | +2.00% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.99% | — | +0.19% | |
| 7 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.96% | -0.34% | +0.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.94% | +0.02% | -10.78% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.92% | +0.76% | -1.45% | |
| 10 | EMLP | First Trust North American E | ETF-其他 | 1.85% | +0.67% | +10.20% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.73% | +0.15% | +0.41% | |
| 12 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.73% | -0.47% | -1.65% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.73% | +0.03% | — | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.72% | +0.03% | +4.95% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | +0.41% | +0.00% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.64% | -0.03% | +6.04% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.63% | +0.05% | +0.18% | |
| 18 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.62% | — | +0.00% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.49% | — | -0.11% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.49% | — | -3.44% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | — | +0.01% | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 1.46% | +0.08% | — | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.44% | — | -1.88% | |
| 24 | AFL | Aflac INC | 股票-金融 | 1.43% | — | +1.22% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.37% | -0.25% | +0.41% | |
| 26 | AXP | American Express Company | 股票-金融 | 1.36% | — | +15.23% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 1.32% | +0.02% | +0.01% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 1.31% | -0.21% | -0.43% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 1.30% | — | +1.42% | |
| 30 | INTC | Intel CORP | 股票-科技 | 1.25% | +0.10% | +3.14% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | — | +2.82% | |
| 32 | NWL | Newell Brands INC | 股票-非周期性消费 | 1.11% | — | +33.22% | |
| 33 | OMC | Omnicom Group | 股票-通信服务 | 1.05% | -0.39% | +3.62% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 1.05% | — | +0.00% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | — | -0.65% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.04% | — | -0.17% | |
| 37 | VDE | Vanguard Energy ETF | ETF-其他 | 0.96% | +0.22% | +0.66% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.94% | — | -4.39% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.94% | +0.02% | +4.39% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.94% | — | -2.12% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | -0.53% | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.90% | +0.01% | +0.61% | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.89% | — | +0.63% | |
| 44 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.84% | — | -1.95% | |
| 45 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.83% | -0.11% | +3.35% | |
| 46 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.81% | — | -5.64% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.76% | -0.07% | +8.12% | |
| 48 | JWNUSD | Nordstrom INC | 股票-其他 | 0.73% | — | — | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.73% | — | +5.15% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.70% | — | — |