CIK: 0001633869
申报总市值
US$4.7亿
仅显示前 200 大持股（共 335 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 | ACN | Accenture plc | 股票-科技 | 3.39% | — | +3.05% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.14% | — | +1.15% | |
| 3 | DE | Deere & Co | 股票-工业 | 3.03% | — | -9.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.00% | — | +1.79% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | — | -1.41% | |
| 6 | NUE | Nucor CORP | 股票-原材料 | 2.72% | — | -14.48% | |
| 7 | PSA | Public Storage | 股票-房地产 | 2.60% | — | -0.10% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.56% | — | -1.39% | |
| 9 | AKX | Ansys INC | 股票-其他 | 2.53% | — | +2.46% | |
| 10 | WM | Waste Management INC | 股票-工业 | 2.43% | — | +1.73% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 2.42% | — | -3.51% | |
| 12 | AWK | American Water Works Co INC | 股票-公用事业 | 2.36% | — | +5.61% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.30% | — | +0.76% | |
| 14 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 2.29% | — | +5.01% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.23% | — | +29.04% | |
| 16 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 2.12% | — | +11.20% | |
| 17 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 2.07% | — | +3.26% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.88% | — | +3.80% | |
| 19 | UL | Unilever PLC | 股票-非周期性消费 | 1.84% | — | +11.58% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.77% | — | -1.20% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 1.67% | — | +0.72% | |
| 22 | BMI | Badger Meter INC | 股票-科技 | 1.66% | — | +1.56% | |
| 23 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.64% | — | +5.21% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.61% | — | +7.46% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.55% | — | +0.45% | |
| 26 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.53% | — | +4.13% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.52% | — | +0.44% | |
| 28 | EQIX | Equinix INC | 股票-房地产 | 1.50% | — | +18.25% | |
| 29 | AAPL | Apple INC | 股票-科技 | 1.50% | — | +1.65% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.46% | — | +3.47% | |
| 31 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.34% | — | -1.97% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.32% | — | +1.21% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 1.28% | — | +0.04% | |
| 34 | EA | Electronic Arts INC | 股票-通信服务 | 1.20% | — | +3.69% | |
| 35 | TGT | Target CORP | 股票-周期性消费 | 1.17% | — | -1.49% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | — | -0.06% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.05% | — | +11.72% | |
| 38 | CLX | Clorox Company | 股票-非周期性消费 | 1.04% | — | +3.08% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | — | +1.23% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.99% | — | +73.89% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.98% | — | +38.86% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.97% | — | +2.92% | |
| 43 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.97% | — | +2.11% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.94% | — | -0.34% | |
| 45 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.93% | — | -36.45% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.90% | — | -6.11% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | +0.17% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.78% | — | -0.08% | |
| 49 | VNO | Vornado Realty Trust | 股票-房地产 | 0.75% | — | +7.90% | |
| 50 | FDS | Factset Research Systems INC | 股票-金融 | 0.60% | — | -1.86% |