CIK: 0001729515
申报总市值
US$4.5亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 6.37% | -0.43% | +0.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.63% | -0.90% | -0.22% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.25% | +0.46% | +0.11% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.81% | +0.16% | +0.31% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.57% | — | +1.51% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.52% | +0.36% | -0.24% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.39% | +0.20% | +0.89% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.29% | -0.32% | +1.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.11% | — | +1.03% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.01% | — | -10.06% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.00% | — | -52.26% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.98% | — | +0.36% | |
| 13 | CAT | Caterpillar INC | 股票-工业 | 1.73% | +0.49% | -0.40% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.61% | +0.44% | -7.28% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.54% | — | -4.22% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.36% | +0.08% | +2.20% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.30% | -0.19% | -0.66% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.28% | — | +0.94% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.15% | +3.54% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.26% | +0.15% | +0.99% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | — | +5.55% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.15% | -0.10% | +2.22% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | -0.21% | +1952.21% | |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.14% | — | -4.03% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.07% | — | — | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.03% | — | +19.22% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.98% | — | +11.66% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.96% | — | +11.83% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.11% | +0.40% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.91% | — | -6.52% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.88% | — | +0.83% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.12% | -2.35% | |
| 33 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.87% | — | — | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.85% | — | +0.40% | |
| 35 | ITW | Illinois Tool Works | 股票-工业 | 0.84% | — | -0.85% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.13% | +3.11% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.82% | — | +0.16% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | +1.24% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.77% | — | +11.76% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.74% | — | +4.12% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.73% | — | -34.53% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.73% | +0.06% | +5.33% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.72% | -0.15% | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | — | — | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.70% | — | +4.17% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | -0.09% | -0.70% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.64% | +0.34% | +89.01% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | -0.09% | — | |
| 49 | CI | THE Cigna Group | 股票-医疗保健 | 0.59% | -0.07% | — | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | -0.14% | +1.87% |