CIK: 0001642140
申报总市值
US$4.2亿
仅显示前 200 大持股（共 884 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 12.44% | +16.89% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.51% | — | -5.16% | |
| 3 | BSM | Black Stone Minerals LP | 股票-其他 | 6.67% | -21.88% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.48% | +11.72% | NEW | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.17% | +16.92% | NEW | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.16% | — | -3.20% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.75% | — | -1.35% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.36% | — | -2.66% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.36% | — | -0.88% | |
| 10 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 3.09% | -1.67% | -6.04% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.73% | — | +3.47% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.54% | — | -19.44% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.52% | — | -0.40% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.02% | -2.13% | +1.93% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.97% | — | -4.45% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.88% | — | -1.12% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.51% | — | -8.37% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | +0.85% | NEW | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.70% | — | -25.66% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | +0.26% | NEW | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | -12.18% | |
| 22 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.52% | — | -0.32% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -19.71% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | +1.53% | NEW | |
| 25 | T | At&t INC | 股票-通信服务 | 0.50% | — | -11.91% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 0.49% | — | -8.73% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.48% | — | +5.19% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | +0.53% | NEW | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | -46.79% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.47% | +0.15% | NEW | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | +0.74% | NEW | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | +0.64% | NEW | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.45% | +1.17% | NEW | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | -8.64% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.41% | +0.27% | NEW | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.40% | — | -4.43% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.36% | — | -2.16% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | +0.40% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.34% | — | -4.11% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.34% | — | -3.30% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.33% | — | -3.04% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.33% | — | -15.39% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | -23.49% | |
| 44 | ✓ | PowerShares CEF Income Composite | 股票-其他 | 0.30% | — | -1.01% | |
| 45 | TROW | T Rowe Price Group INC | 股票-金融 | 0.30% | — | -4.10% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.29% | — | — | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.29% | — | -4.20% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.28% | +0.26% | NEW | |
| 49 | TGT | Target CORP | 股票-周期性消费 | 0.28% | — | -5.52% | |
| 50 | DFSEUR | Discover Financial Services | 股票-其他 | 0.28% | — | -0.38% |