CIK: 0001692632
申报总市值
US$6.2亿
仅显示前 200 大持股（共 234 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.68% | -0.66% | -1.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.64% | — | +0.45% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.12% | +0.76% | +0.58% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.26% | +0.10% | +0.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.18% | +0.38% | +0.57% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.69% | +0.02% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.54% | +0.09% | +0.18% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.16% | +0.15% | +0.44% | |
| 9 | DAKT | Daktronics INC | 股票-其他 | 2.16% | -0.77% | -0.16% | |
| 10 | ✓ | Big Sioux Financial | 股票-其他 | 2.05% | — | — | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.66% | — | — | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.38% | — | — | |
| 13 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 1.18% | -0.13% | +12.34% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | +0.73% | -0.26% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 0.98% | — | -3.96% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.94% | +0.11% | -0.42% | |
| 17 | DUK | Duke Energy CORP | 股票-公用事业 | 0.94% | — | -7.82% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | -0.24% | +3.30% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 0.92% | — | -2.06% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | — | +0.45% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | — | -4.85% | |
| 22 | WMB | Williams Cos INC | 股票-能源 | 0.86% | — | -1.84% | |
| 23 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.82% | — | +3.14% | |
| 24 | NOW | Servicenow INC | 股票-科技 | 0.78% | -0.34% | -0.71% | |
| 25 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.77% | — | -5.44% | |
| 26 | XEL | Xcel Energy INC | 股票-公用事业 | 0.75% | — | +3.81% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.14% | +0.55% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | — | +0.73% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.70% | +0.13% | -1.51% | |
| 30 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.69% | -0.30% | -1.68% | |
| 31 | ENB | Enbridge INC | 股票-能源 | 0.68% | +0.11% | +0.65% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.67% | — | +0.68% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.66% | — | -1.07% | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 0.65% | — | -2.47% | |
| 35 | SNY | Sanofi-adr | 股票-医疗保健 | 0.65% | — | +4.96% | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.65% | — | — | |
| 37 | CTAS | Cintas CORP | 股票-工业 | 0.64% | — | +298.64% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.64% | — | -7.95% | |
| 39 | INTU | Intuit INC | 股票-科技 | 0.64% | -0.31% | -1.19% | |
| 40 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.63% | — | -0.64% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.63% | -0.13% | +0.50% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | -1.03% | |
| 43 | PNC | Pnc Financial Services Group | 股票-金融 | 0.62% | — | +4.20% | |
| 44 | AEP | American Electric Power | 股票-公用事业 | 0.60% | — | -2.55% | |
| 45 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.57% | — | +4.20% | |
| 46 | UBER | Uber Technologies INC | 股票-工业 | 0.56% | -0.27% | +13.39% | |
| 47 | D | Dominion Energy INC | 股票-公用事业 | 0.55% | — | -5.72% | |
| 48 | TRP | Tc Energy CORP | 股票-能源 | 0.52% | — | +0.74% | |
| 49 | ETR | Entergy CORP | 股票-公用事业 | 0.51% | — | -0.16% | |
| 50 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.48% | — | +0.85% |