CIK: 0001656666
申报总市值
US$9.3亿
| # | 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 19.19% | — | +2.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.01% | — | -34.91% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 8.28% | — | +1.09% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.46% | — | +6.95% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.15% | — | -4.80% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.98% | — | -1.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | — | +2.04% | |
| 8 | DE | Deere & Co | 股票-工业 | 1.93% | — | -1.01% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.77% | — | +4.62% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.57% | — | -2.01% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.53% | — | +5.20% | |
| 12 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.41% | — | +0.50% | |
| 13 | NEE | Nextera Energy INC | 股票-公用事业 | 1.40% | — | -4.82% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | — | +0.35% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.34% | — | +0.70% | |
| 16 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.30% | — | +4.12% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.27% | — | +4320.65% | |
| 18 | AMT | American Tower CORP | 股票-房地产 | 1.24% | — | +2.04% | |
| 19 | CSX | Csx CORP | 股票-工业 | 1.20% | — | +0.93% | |
| 20 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.18% | — | +1.58% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 1.17% | — | +1.66% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.16% | — | +8.65% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.16% | — | +1.22% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.15% | — | +4.84% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.11% | — | +1.45% | |
| 26 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.11% | — | +4.27% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.10% | — | +1.15% | |
| 28 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 1.05% | — | +0.33% | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 1.00% | — | -0.83% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.95% | — | -6.41% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | — | -1.25% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.90% | — | +1.31% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | +1.98% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | — | +118.37% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | +2.77% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.69% | — | +0.05% | |
| 37 | WM | Waste Management INC | 股票-工业 | 0.61% | — | +4.47% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.55% | — | — | |
| 39 | ALGN | Align Technology INC | 股票-医疗保健 | 0.54% | — | +13.98% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +0.47% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 0.50% | — | +2.36% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | +4.51% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.42% | — | -10.79% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.41% | — | +23.04% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +8.53% | |
| 46 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.38% | — | +0.27% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | — | +129.12% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.31% | — | +0.97% | |
| 49 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.30% | — | +31.00% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.28% | — | — |