CIK: 0001671716
申报总市值
US$12.0亿
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -0.27% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.48% | +0.23% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.78% | +0.20% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.59% | — | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.57% | — | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.56% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | +1.32% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.26% | +0.36% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.13% | — | — | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.97% | -0.16% | — | |
| 11 | ✓ | 股票-其他 | 1.58% | — | — | ||
| 12 | KR | Kroger Co | 股票-非周期性消费 | 1.39% | — | — | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.36% | — | — | |
| 14 | UPS | United Parcel Service-cl B | 股票-工业 | 1.25% | -0.20% | — | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.21% | — | — | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.20% | — | — | |
| 17 | PCAR | Paccar INC | 股票-工业 | 1.20% | — | — | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.12% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | — | — | |
| 21 | MCK | Mckesson CORP | 股票-医疗保健 | 1.05% | — | — | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.04% | +0.43% | — | |
| 23 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.00% | — | — | |
| 24 | USB | US Bancorp | 股票-金融 | 1.00% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | — | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | — | — | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.96% | -0.20% | — | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.93% | — | — | |
| 29 | EG | Everest Group, Ltd. | 股票-金融 | 0.93% | — | — | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.89% | — | — | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.88% | — | — | |
| 32 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.86% | -0.13% | — | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 0.83% | — | — | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.82% | — | — | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | -0.64% | — | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.77% | — | — | |
| 37 | DOX | Amdocs Limited | 股票-科技 | 0.76% | — | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.75% | — | — | |
| 39 | ✓ | Delphi Automotive PLC | 股票-其他 | 0.74% | — | — | |
| 40 | SRCLEUR | Stericycle INC | 股票-其他 | 0.74% | — | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | — | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.74% | — | — | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.71% | — | — | |
| 44 | LUV | Southwest Airlines Co | 股票-工业 | 0.70% | — | — | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.70% | -0.23% | — | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | — | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.67% | — | — | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.67% | — | — | |
| 49 | ECL | Ecolab INC | 股票-原材料 | 0.65% | — | — | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | — |