CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 460 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 | AAPL | Apple INC | 股票-科技 | 7.70% | -0.83% | +300.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.47% | -0.14% | -1.52% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.07% | — | +15.96% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.72% | — | -0.15% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.73% | -0.92% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.47% | -0.61% | +9.11% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.90% | +0.14% | +8.13% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.76% | +0.20% | +1.99% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.67% | — | +0.31% | |
| 10 | VZ | Verizon Communications INC | 股票-通信服务 | 1.63% | +0.22% | +1.34% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.52% | +0.21% | +1.01% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | — | +0.58% | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.36% | — | -0.40% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.36% | — | -1.07% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.35% | +0.09% | -1.97% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.34% | +0.33% | -1.62% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.28% | — | +9.30% | |
| 18 | T | At&t INC | 股票-通信服务 | 1.24% | +0.07% | -0.84% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.23% | +12.48% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | -0.11% | -14.74% | |
| 21 | CBU | Community Financial System I | 股票-其他 | 1.15% | — | +3450.79% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.10% | — | +27.33% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | -0.08% | -5.58% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | — | +2.44% | |
| 25 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.05% | — | -0.02% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.98% | — | +3.98% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.96% | — | +0.47% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.93% | — | -7.90% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.87% | -0.09% | +1.82% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | -0.09% | +1.71% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | +0.11% | -0.69% | |
| 32 | MMM | 3m Co | 股票-工业 | 0.83% | — | +6.27% | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.81% | — | — | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.78% | — | +4.35% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.72% | — | +46.79% | |
| 36 | D | Dominion Energy INC | 股票-公用事业 | 0.72% | — | +1.03% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.70% | +0.06% | +11.11% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.69% | — | -0.56% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.67% | — | +51.56% | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.67% | — | -2.55% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | — | -12.22% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | -0.16% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.63% | — | -2.57% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.56% | — | +9.98% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.56% | — | +754.68% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | -11.28% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | -0.73% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.55% | +0.06% | -2.34% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.55% | — | +0.79% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.33% | -12.02% |