CIK: 0001689829
申报总市值
US$23.9亿
| # | 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 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 29.26% | -0.14% | — | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 22.86% | — | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 14.22% | -1.20% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | -0.16% | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.46% | — | — | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.37% | — | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.12% | -0.36% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.95% | -0.12% | — | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.32% | — | — | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.07% | — | — | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | -0.04% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.98% | — | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 0.98% | — | — | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.92% | — | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | -0.31% | — | |
| 16 | UTXZ | United Tech CORP | 股票-其他 | 0.80% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.05% | — | |
| 18 | BA | Boeing Co/the | 股票-工业 | 0.72% | — | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | -0.20% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | — | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | — | |
| 22 | T | At&t INC | 股票-通信服务 | 0.57% | — | — | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | — | — | |
| 24 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 0.54% | — | — | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | -0.29% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | — | — | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.49% | -0.14% | — | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.43% | — | — | |
| 31 | TFX | Teleflex INC | 股票-医疗保健 | 0.39% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | -0.07% | — | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | — | — | |
| 34 | MMM | 3m Co | 股票-工业 | 0.30% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.29% | — | — | |
| 36 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.28% | — | — | |
| 37 | HUBB | Hubbell INC | 股票-工业 | 0.27% | — | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.27% | — | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.26% | — | — | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.25% | — | — | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.25% | — | — | |
| 42 | TWXCHF | Time Warner INC | 股票-其他 | 0.24% | — | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.22% | — | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.22% | — | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.19% | -0.38% | — | |
| 46 | PRU | Prudential Financial INC | 股票-金融 | 0.19% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.18% | -0.06% | — | |
| 48 | ARCPEUR | Vereit INC | 股票-其他 | 0.18% | — | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.17% | — | — | |
| 50 | CSX | Csx CORP | 股票-工业 | 0.17% | — | — |