CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 419 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 | 10.10% | -0.83% | -0.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.60% | -0.14% | -3.02% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.29% | — | -4.21% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.73% | -2.06% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.49% | — | +0.68% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.25% | -0.61% | -0.51% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.99% | — | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.99% | +0.33% | -1.32% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.23% | -1.60% | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.62% | +0.21% | -0.43% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.60% | +0.32% | +6.52% | |
| 12 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.42% | +0.14% | +2.03% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.40% | — | -0.07% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.33% | +0.09% | -0.48% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.22% | — | -1.70% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.15% | — | -2.28% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.11% | -0.08% | -0.12% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.09% | -0.09% | -3.14% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.04% | — | -0.56% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.02% | +0.22% | -6.42% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.99% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.97% | -0.11% | +1.64% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.91% | — | -5.14% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.20% | -3.86% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.86% | -0.14% | -4.13% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.85% | +0.11% | -1.49% | |
| 27 | CBU | Community Financial System I | 股票-其他 | 0.84% | — | -7.45% | |
| 28 | NUE | Nucor CORP | 股票-原材料 | 0.83% | — | -4.51% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.82% | — | -1.36% | |
| 30 | EMR | Emerson Electric Co | 股票-工业 | 0.78% | — | -1.88% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.33% | -11.91% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | -0.14% | -3.24% | |
| 33 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 0.74% | — | — | |
| 34 | ITW | Illinois Tool Works | 股票-工业 | 0.69% | — | -0.81% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.69% | +0.06% | +0.92% | |
| 36 | CAT | Caterpillar INC | 股票-工业 | 0.68% | +0.24% | -3.84% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.68% | — | +6.24% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.67% | — | +7.76% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.22% | +0.19% | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.62% | — | -2.20% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | -0.08% | -1.58% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.09% | -0.17% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.60% | — | -0.92% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.59% | — | -1.90% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | +0.41% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | -0.16% | +1.53% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.59% | — | -0.18% | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.58% | — | -3.00% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | -2.01% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.54% | +0.07% | -2.71% |