CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 421 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 | 8.19% | -0.83% | +0.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.68% | -0.14% | -0.20% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.72% | — | -1.13% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.23% | — | -0.08% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.69% | -0.61% | -1.68% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.73% | +1.83% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 2.21% | +0.14% | -0.67% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.80% | +0.20% | -0.76% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | — | +0.24% | |
| 10 | VZ | Verizon Communications INC | 股票-通信服务 | 1.61% | +0.22% | +2.27% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.57% | +0.21% | +1.64% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.49% | — | +0.32% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.49% | +0.09% | -1.19% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.42% | — | — | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.29% | — | -1.73% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.23% | +3.49% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | — | +0.56% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.24% | -0.09% | -3.73% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.24% | +0.33% | -0.30% | |
| 20 | CBU | Community Financial System I | 股票-其他 | 1.22% | — | -0.33% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 1.18% | — | +1.65% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.15% | — | +1.41% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.12% | — | -0.04% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | -0.08% | -4.07% | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.90% | — | -1.00% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.87% | — | -0.36% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.81% | — | -0.93% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | +0.11% | +3.43% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | +0.32% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.75% | -0.11% | -0.03% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.75% | +0.22% | -1.59% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.74% | — | -6.27% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.33% | -1.42% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | -0.09% | -1.52% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.69% | +0.06% | +1.81% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.68% | — | -0.10% | |
| 37 | NUE | Nucor CORP | 股票-原材料 | 0.67% | — | -3.34% | |
| 38 | D | Dominion Energy INC | 股票-公用事业 | 0.67% | — | -1.05% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.66% | — | +7.81% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.66% | — | +0.98% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.66% | +0.06% | +2.31% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | +2.57% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | +0.70% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.59% | — | +0.13% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.14% | +8.39% | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | +1.43% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.58% | — | -1.96% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.58% | — | -0.50% | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.56% | — | -4.80% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.56% | +0.07% | +3.59% |