CIK: 0001706028
申报总市值
US$10.0亿
仅显示前 200 大持股（共 245 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 | 5.91% | -0.65% | -1.34% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.32% | -1.13% | -0.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.28% | +0.09% | -1.82% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.07% | -0.33% | +1.79% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 2.05% | -0.17% | -0.31% | |
| 6 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 1.88% | — | -1.19% | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 1.86% | -0.40% | +1.33% | |
| 8 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.86% | -0.17% | +1.28% | |
| 9 | HD | Home Depot INC | 股票-周期性消费 | 1.74% | — | -0.62% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | +0.56% | -0.20% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.62% | — | -8.83% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.58% | — | +2.36% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | -0.34% | -1.37% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.24% | +0.39% | |
| 15 | ITW | Illinois Tool Works | 股票-工业 | 1.32% | — | -0.42% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | -0.20% | +6.76% | |
| 17 | PAYC | Paycom Software INC | 股票-科技 | 1.26% | — | — | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 1.26% | -0.14% | -36.41% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.11% | -0.15% | -3.06% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.11% | — | +4.66% | |
| 21 | AMT | American Tower CORP | 股票-房地产 | 1.11% | — | +0.26% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.10% | — | -2.36% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | +1.73% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.08% | -0.13% | -1.34% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 1.07% | +0.13% | +0.96% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.05% | — | +0.78% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.04% | +0.09% | -1.12% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.99% | — | -3.08% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.97% | — | -2.93% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.24% | -0.78% | |
| 31 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.96% | — | -0.94% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.91% | -0.18% | -2.71% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | +5.71% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | -36.81% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | +0.72% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.78% | — | +3.37% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.78% | — | +19.00% | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.73% | — | -0.55% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | — | +2.68% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.67% | — | +20.25% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | -1.30% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.66% | — | -0.68% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.66% | — | +4.24% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | +0.17% | +2.55% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工业 | 0.60% | — | +0.96% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.59% | — | -33.90% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | — | +4.76% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.30% | +2.52% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.58% | +0.21% | -0.33% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +0.22% |