CIK: 0001789382
申报总市值
US$3.3亿
| # | 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 | SCHO | Schwab Short-term US Treas | ETF-其他 | 14.33% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.11% | +0.97% | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 7.21% | +0.51% | — | |
| 4 | T | At&t INC | 股票-通信服务 | 6.74% | — | — | |
| 5 | HFCUSD | Hollyfrontier CORP | 股票-其他 | 6.15% | — | — | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 4.85% | — | — | |
| 7 | BP | Bp Plc-spons Adr | 股票-能源 | 4.21% | — | — | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.89% | -0.87% | — | |
| 9 | SUB | Ishares Short-term National | ETF-其他 | 3.61% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | -0.28% | — | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.44% | — | — | |
| 12 | TGT | Target CORP | 股票-周期性消费 | 3.20% | — | — | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.20% | +0.02% | — | |
| 14 | KMI | Kinder Morgan INC | 股票-能源 | 2.60% | — | — | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 2.40% | +0.42% | — | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.49% | — | — | |
| 17 | CTLEUR | Centurylink INC | 股票-其他 | 1.48% | — | — | |
| 18 | F | Ford Motor Co | 股票-周期性消费 | 1.43% | — | — | |
| 19 | COP | Conocophillips | 股票-能源 | 1.41% | — | — | |
| 20 | HEPUSD | Holly Energy Partners LP | 股票-其他 | 1.30% | — | — | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.27% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | -0.07% | — | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.87% | — | — | |
| 24 | OKE | Oneok INC | 股票-能源 | 0.81% | — | — | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.77% | — | — | |
| 26 | DIV | Global X Superdividend Use | ETF-其他 | 0.75% | — | — | |
| 27 | MMM | 3m Co | 股票-工业 | 0.73% | +0.06% | NEW | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | -0.25% | — | |
| 29 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.65% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | — | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | — | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.47% | -0.23% | — | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | +0.04% | — | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | — | |
| 36 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.43% | — | — | |
| 37 | WEP | Magellan Midstream Partners | 股票-其他 | 0.42% | — | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.42% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | — | — | |
| 41 | MET | Metlife INC | 股票-金融 | 0.36% | — | — | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.34% | — | — | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | — | — | |
| 44 | HPQ | Hp INC | 股票-科技 | 0.33% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | — | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.29% | — | — | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | — | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | — | |
| 49 | DUK | Duke Energy CORP | 股票-公用事业 | 0.23% | — | — | |
| 50 | RIG | Transocean Ltd. | 股票-能源 | 0.07% | — | — |