CIK: 0001674581
申报总市值
US$10.2亿
仅显示前 200 大持股（共 810 只）
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 23.16% | +6.10% | NEW | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 14.65% | +0.11% | NEW | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 13.59% | +6.95% | NEW | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 12.28% | +10.64% | NEW | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.79% | +0.43% | NEW | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.44% | +12.58% | NEW | |
| 7 | AAPL | Apple INC | 股票-科技 | 0.93% | +1.53% | NEW | |
| 8 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.86% | — | — | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | +0.87% | NEW | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.82% | — | — | |
| 11 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.76% | +0.24% | NEW | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | +0.84% | NEW | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.62% | — | +32510.26% | |
| 14 | PACWUSD | Pacwest Bancorp | 股票-其他 | 0.57% | — | +7.52% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | +0.12% | NEW | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.53% | — | +22.06% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.14% | NEW | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | +0.11% | NEW | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | +0.11% | NEW | |
| 20 | AMGN | Amgen INC | 股票-医疗保健 | 0.41% | — | +434.38% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.39% | — | +1657.08% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.38% | — | +69.31% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.34% | — | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.34% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | — | — | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.33% | — | +64.67% | |
| 27 | FMC | Fmc CORP | 股票-原材料 | 0.32% | — | +135312.50% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | — | -0.72% | |
| 29 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.31% | — | +2703.28% | |
| 30 | ET | Energy Transfer LP | 股票-能源 | 0.30% | — | — | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.30% | +0.18% | NEW | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | +0.10% | NEW | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.27% | — | +0.91% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.27% | — | +104.29% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.27% | — | — | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | — | +140.78% | |
| 37 | VTR | Ventas INC | 股票-房地产 | 0.23% | — | +10553.76% | |
| 38 | ENB | Enbridge INC | 股票-能源 | 0.23% | — | +278.08% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | +0.19% | NEW | |
| 40 | MCHP | Microchip Technology INC | 股票-科技 | 0.22% | — | — | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.21% | — | — | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.21% | — | +0.81% | |
| 43 | MMM | 3m Co | 股票-工业 | 0.20% | — | +350.79% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.20% | — | +14.87% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.19% | — | +1805.56% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | +0.15% | NEW | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.19% | — | +191.32% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.18% | — | -9.84% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.17% | +0.10% | NEW | |
| 50 | MO | Altria Group INC | 股票-非周期性消费 | 0.17% | — | +1.33% |