CIK: 0001642140
申报总市值
US$4.2亿
仅显示前 200 大持股（共 249 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 12.99% | — | +46.56% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 11.94% | +16.89% | NEW | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.38% | +11.72% | NEW | |
| 4 | BSM | Black Stone Minerals LP | 股票-其他 | 7.28% | -21.88% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.34% | +16.92% | NEW | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.96% | — | +8.34% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 3.00% | — | +13.83% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.99% | — | -36.47% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.71% | — | -51.67% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 2.42% | — | — | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.20% | — | +1122.32% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.78% | +0.15% | NEW | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.60% | — | -40.21% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.35% | -2.13% | -32.36% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.17% | — | -36.25% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.09% | — | -38.99% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +54.19% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.03% | — | -80.44% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.99% | — | -65.37% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.85% | NEW | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | — | +17.11% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.80% | — | +41.95% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.79% | — | -43.03% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.72% | — | -55.29% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | +0.53% | NEW | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.58% | +1.17% | NEW | |
| 27 | T | At&t INC | 股票-通信服务 | 0.56% | — | +23.83% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | +27.12% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | — | -1.38% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | +0.34% | NEW | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | +1.53% | NEW | |
| 32 | UTXZ | United Tech CORP | 股票-其他 | 0.48% | — | +9.84% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | +14.92% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +22.41% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | +167.03% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | +33.16% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | +0.74% | NEW | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | +0.64% | NEW | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | +177.30% | |
| 40 | ZION | Zions Bancorp NA | 股票-金融 | 0.40% | +0.30% | NEW | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.37% | — | +249.65% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.36% | — | +14.15% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.34% | +0.27% | NEW | |
| 44 | ✓ | PowerShares CEF Income Composite | 股票-其他 | 0.32% | — | -8.06% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.32% | — | -1.40% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.31% | — | +96.05% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.31% | — | +8.94% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.30% | — | +142.26% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | +0.26% | NEW | |
| 50 | MMM | 3m Co | 股票-工业 | 0.29% | — | +97.31% |