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 | 17.82% | +1.11% | +1.07% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 12.51% | -0.27% | -3.77% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.95% | +0.30% | +8.16% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.86% | +0.16% | +8.61% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.64% | -0.07% | -0.63% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.33% | +0.09% | -0.06% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.30% | +0.02% | +27.04% | |
| 8 | AMGN | Amgen INC | 股票-医疗保健 | 1.95% | -0.14% | +0.36% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.93% | +0.04% | +2.27% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | — | -2.05% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.36% | +1.42% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.48% | +0.04% | +10.24% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.42% | +0.03% | -0.58% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.30% | -0.03% | +8.37% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.23% | -0.05% | -0.15% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | -0.02% | -0.67% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | — | +0.35% | |
| 18 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.06% | — | +1.51% | |
| 19 | INTC | Intel CORP | 股票-科技 | 0.92% | +0.18% | -1.07% | |
| 20 | ACN | Accenture plc | 股票-科技 | 0.84% | -0.14% | -1.47% | |
| 21 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.83% | -0.09% | -1.13% | |
| 22 | CERNCHF | Cerner CORP | 股票-其他 | 0.80% | — | -2.48% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.75% | -0.01% | -0.03% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 0.74% | — | +1.87% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.65% | — | — | |
| 26 | CAT | Caterpillar INC | 股票-工业 | 0.63% | +0.26% | -0.14% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | +0.56% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | +0.08% | +7.27% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | +0.01% | +13.94% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.58% | — | — | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | — | -6.53% | |
| 32 | GLW | Corning INC | 股票-科技 | 0.55% | +0.60% | -0.15% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.55% | — | +4.68% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | — | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.54% | — | — | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | +0.08% | +3.31% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | -2.58% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | — | -0.48% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | — | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | +0.28% | |
| 41 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.45% | — | +2.01% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | -0.46% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.44% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | +0.02% | — | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | +0.01% | +0.85% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.40% | +0.02% | +12.72% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | +0.02% | +1.63% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | — | +4.74% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.37% | — | +0.07% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | — |