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 | 19.68% | +1.11% | -0.33% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 9.29% | -0.27% | +3.55% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.82% | +0.30% | +2.06% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.29% | +0.16% | -2.94% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.16% | +0.04% | -5.76% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.16% | -0.07% | +1.32% | |
| 7 | AMGN | Amgen INC | 股票-医疗保健 | 1.91% | -0.14% | -0.89% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.89% | +0.09% | +2.02% | |
| 9 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.80% | — | -1.10% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.73% | +0.03% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.67% | — | +0.70% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.58% | +0.04% | -1.81% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | -0.05% | +1.39% | |
| 14 | CERNCHF | Cerner CORP | 股票-其他 | 1.32% | — | -0.40% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | — | -5.12% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.36% | -0.35% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | +0.02% | -12.84% | |
| 18 | T | At&t INC | 股票-通信服务 | 1.00% | — | -1.90% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.00% | +0.18% | -2.73% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.00% | — | -4.09% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.98% | -0.03% | -0.74% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 0.96% | — | -0.71% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.95% | -0.14% | -6.12% | |
| 24 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.94% | -0.09% | -3.94% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 0.93% | -0.02% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | +0.08% | — | |
| 27 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.74% | — | -0.50% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | — | -0.82% | |
| 29 | TGT | Target CORP | 股票-周期性消费 | 0.72% | — | -1.92% | |
| 30 | SLB | Slb LTD | 股票-能源 | 0.70% | — | +0.02% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.65% | — | -1.66% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | +2.39% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.65% | — | -1.11% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | -3.73% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | +0.36% | |
| 36 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.61% | — | +0.27% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | -0.38% | |
| 38 | ✓ | Valsparcom | 股票-其他 | 0.58% | — | — | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | -0.01% | +3.18% | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 0.57% | +0.26% | -0.24% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.52% | — | — | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | +0.08% | -6.39% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | — | |
| 44 | GLW | Corning INC | 股票-科技 | 0.50% | +0.60% | -2.30% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | — | -4.13% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.48% | — | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | — | -3.89% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +0.03% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | +0.02% | -0.50% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.45% | — | -1.93% |