CIK: 0001655156
申报总市值
US$5266.6万
| # | 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 | CERNCHF | Cerner CORP | 股票-其他 | 43.22% | — | -4.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 17.56% | — | -0.88% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 9.72% | — | -0.77% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.44% | — | +19.17% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | — | +20.40% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | — | +9.32% | |
| 7 | PGR | Progressive CORP | 股票-金融 | 1.37% | — | -2.37% | |
| 8 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.16% | — | -62.82% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.07% | — | +31.42% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.07% | — | -14.04% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.01% | — | +48.98% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.81% | — | +17.36% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | — | -47.71% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | — | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.75% | — | +16.05% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.72% | — | -33.53% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | — | -3.84% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.68% | — | -39.57% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | — | +34.22% | |
| 20 | HON | Honeywell International INC | 股票-工业 | 0.65% | — | -5.02% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | — | — | |
| 22 | CI | THE Cigna Group | 股票-医疗保健 | 0.57% | — | +1.36% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.51% | — | -7.61% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.48% | — | -38.22% | |
| 25 | ES | Eversource Energy | 股票-公用事业 | 0.41% | — | +0.90% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | — | -15.97% | |
| 27 | KR | Kroger Co | 股票-非周期性消费 | 0.40% | — | — | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.38% | — | -3.47% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.37% | — | +5.72% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.35% | — | +34.69% | |
| 31 | LUV | Southwest Airlines Co | 股票-工业 | 0.32% | — | -25.24% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.31% | — | +3.71% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | -20.74% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.29% | — | -7.50% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.27% | — | — | |
| 36 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.26% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.25% | — | +92.35% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.25% | — | +7.04% | |
| 39 | TXT | Textron INC | 股票-工业 | 0.20% | — | -14.17% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.18% | — | — | |
| 41 | MGA | Magna International INC | 股票-周期性消费 | 0.17% | — | — | |
| 42 | MTB | M & T Bank CORP | 股票-金融 | 0.17% | — | — | |
| 43 | AXP | American Express Co | 股票-金融 | 0.16% | — | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.16% | — | -55.40% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.16% | — | -7.25% | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.16% | — | — | |
| 47 | BLKCHF | Blackrock INC | 股票-其他 | 0.16% | — | — | |
| 48 | FOSL | Fossil Group INC | 股票-其他 | 0.13% | — | -0.04% | |
| 49 | BANC | Banc Of California INC | 股票-其他 | 0.09% | — | — | |
| 50 | C | Citigroup INC | 股票-金融 | 0.02% | — | +3.67% |