CIK: 0001736260
申报总市值
US$3.4亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 7.87% | -0.66% | -5.37% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.44% | -0.19% | +0.72% | |
| 3 | TMP | Tompkins Financial CORP | 股票-其他 | 4.10% | +0.24% | -1.26% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.22% | -0.18% | -0.05% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 2.58% | -0.15% | -19.85% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.49% | +0.38% | +7.05% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.22% | -0.73% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | -0.54% | -3.95% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.96% | — | -2.34% | |
| 10 | T | At&t INC | 股票-通信服务 | 1.82% | — | +1.23% | |
| 11 | VZ | Verizon Communications INC | 股票-通信服务 | 1.67% | +0.23% | +1.99% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.63% | -0.12% | +7.73% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.54% | -0.20% | -5.19% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.54% | -0.08% | +4.44% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.52% | — | +2.25% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.51% | — | +0.92% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.47% | -0.13% | -0.59% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.44% | — | -0.07% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | +0.13% | +2.00% | |
| 20 | AMGN | Amgen INC | 股票-医疗保健 | 1.31% | — | -0.06% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | -0.16% | -0.09% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | — | -2.80% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.28% | — | +22.80% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.25% | — | -0.10% | |
| 25 | D | Dominion Energy INC | 股票-公用事业 | 1.17% | — | -4.22% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | — | -0.54% | |
| 27 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.11% | — | -0.69% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 1.07% | — | — | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.06% | — | +1.69% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.00% | — | +0.03% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.93% | -0.79% | EXIT | |
| 32 | MMM | 3m Co | 股票-工业 | 0.88% | — | +4.49% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | — | +6.24% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | +45.42% | |
| 35 | PAYX | Paychex INC | 股票-科技 | 0.85% | -0.14% | -2.93% | |
| 36 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.84% | — | -2.98% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.64% | +2.08% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.10% | -6.72% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.11% | -4.16% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.79% | — | +6.08% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | +1.39% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | -0.11% | -4.06% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.70% | — | +0.15% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.68% | +0.11% | -1.38% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.66% | +0.34% | -5.86% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | -4.26% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.61% | -0.09% | EXIT | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | — | -2.20% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.54% | — | +0.37% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.54% | -0.09% | -16.48% |