CIK: 0001633695
申报总市值
US$5.8亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 16.07% | +1.11% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 6.88% | -0.27% | +0.02% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.51% | +0.30% | +0.39% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.60% | +0.16% | — | |
| 5 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 2.39% | — | -0.34% | |
| 6 | AMGN | Amgen INC | 股票-医疗保健 | 2.30% | -0.14% | +35.58% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.00% | +0.02% | -11.14% | |
| 8 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.92% | — | +2.89% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.76% | +0.04% | — | |
| 10 | CERNCHF | Cerner CORP | 股票-其他 | 1.65% | — | -0.13% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.61% | +0.04% | -0.86% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.59% | -0.07% | -0.97% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.56% | -0.05% | -0.56% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | — | +5.62% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.03% | +6.73% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.35% | -0.14% | -0.64% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.33% | — | +1.29% | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 1.30% | -0.02% | +0.57% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.27% | +0.18% | -58.80% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 1.26% | — | -2.73% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.36% | +2.17% | |
| 22 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.14% | -0.09% | -0.53% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.12% | — | -2.90% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.11% | — | +1.15% | |
| 25 | T | At&t INC | 股票-通信服务 | 1.11% | — | +1.59% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.04% | -0.16% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | -0.97% | |
| 28 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.87% | — | — | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.87% | — | +3.11% | |
| 30 | SLB | Slb LTD | 股票-能源 | 0.86% | — | +0.35% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | — | -4.18% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.77% | — | -3.14% | |
| 33 | ✓ | Valsparcom | 股票-其他 | 0.72% | — | -1.73% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.72% | +0.03% | +38.87% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -2.64% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.67% | — | -1.84% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.63% | -0.01% | +27.30% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | +0.08% | -1.30% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | — | -3.66% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | +24.24% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.62% | +0.26% | +19.55% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.62% | — | -1.31% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | — | -3.93% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.59% | — | -5.48% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | — | — | |
| 46 | GLW | Corning INC | 股票-科技 | 0.57% | +0.60% | -1.37% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | +3.22% | |
| 49 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.56% | — | +2.97% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | +0.02% | -2.92% |