CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 438 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 | 8.95% | -0.83% | -1.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.87% | -0.14% | -8.76% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.86% | — | -1.73% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.31% | — | -3.06% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.73% | -0.81% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.17% | -0.61% | +0.46% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.82% | +0.14% | -1.61% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | — | — | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.20% | -1.95% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.49% | — | +2.37% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.38% | — | -4.95% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.36% | +0.22% | +2.28% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.30% | +0.09% | -1.34% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | — | +0.66% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.23% | +1.79% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | +0.33% | +1.32% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.20% | +0.21% | -0.76% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.17% | -0.09% | -5.18% | |
| 19 | CBU | Community Financial System I | 股票-其他 | 1.17% | — | -0.25% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | — | -0.63% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.11% | — | -3.41% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.07% | — | -11.48% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | -0.08% | -2.07% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.99% | — | -0.18% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.98% | — | -1.04% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.89% | — | -0.17% | |
| 27 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.87% | — | +4.38% | |
| 28 | NUE | Nucor CORP | 股票-原材料 | 0.86% | — | -4.25% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | — | -1.62% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | +0.11% | +3.10% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | -0.11% | -0.63% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.74% | +0.22% | -3.18% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.73% | +0.32% | +3.42% | |
| 34 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.73% | — | -11.43% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.69% | +0.06% | +0.95% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.09% | -0.60% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工业 | 0.66% | — | -1.81% | |
| 38 | EMR | Emerson Electric Co | 股票-工业 | 0.65% | — | -2.68% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.63% | — | -4.23% | |
| 40 | D | Dominion Energy INC | 股票-公用事业 | 0.62% | — | -0.65% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.62% | — | +2.10% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.33% | -3.56% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.61% | +0.06% | -0.99% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.14% | +20.66% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.59% | — | -0.29% | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.58% | — | +0.18% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.57% | — | -2.12% | |
| 48 | CAT | Caterpillar INC | 股票-工业 | 0.57% | +0.24% | -0.73% | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.56% | — | -1.95% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | — | -46.36% |