CIK: 0001642140
申报总市值
US$4.2亿
仅显示前 200 大持股（共 955 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 | 12.00% | +16.89% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 9.54% | — | +14.82% | |
| 3 | BSM | Black Stone Minerals LP | 股票-其他 | 7.16% | -21.88% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.52% | +11.72% | NEW | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.25% | +16.92% | NEW | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.03% | — | -1.28% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.66% | — | +0.18% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.28% | — | -3.70% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.30% | — | -1.31% | |
| 10 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 3.11% | -1.67% | +2.64% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.82% | — | +2.84% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.53% | — | -1.37% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.51% | — | -1.63% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.95% | -2.13% | -4.29% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.82% | — | -9.00% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.76% | — | -4.76% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.42% | — | -6.24% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | +29.55% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | +0.85% | NEW | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | — | +11.99% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.56% | — | +5.12% | |
| 22 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.53% | — | +4.45% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | +6.47% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | -0.82% | |
| 25 | UTXZ | United Tech CORP | 股票-其他 | 0.51% | — | +7.16% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | +1.53% | NEW | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -4.16% | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.51% | +0.15% | NEW | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | +0.74% | NEW | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | +0.53% | NEW | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | +0.64% | NEW | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.45% | +1.17% | NEW | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | — | +2.35% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.44% | +0.27% | NEW | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | +0.26% | NEW | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.39% | — | +2.67% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.37% | — | +1.54% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.37% | — | +4.79% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.34% | — | +0.62% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.33% | — | +1.07% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.33% | — | -8.70% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | +7.02% | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.31% | — | -0.98% | |
| 44 | TROW | T Rowe Price Group INC | 股票-金融 | 0.29% | — | +2.98% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.29% | — | +10.81% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.29% | +0.26% | NEW | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.29% | — | — | |
| 48 | ✓ | PowerShares CEF Income Composite | 股票-其他 | 0.29% | — | -5.80% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.28% | +0.34% | NEW | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.28% | — | -1.85% |