CIK: 0001367786
申报总市值
US$1.7亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 50.04% | — | +12.21% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 13.18% | — | +0.69% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.56% | — | -33.91% | |
| 4 | SYTUSD | Syngenta Ag-adr | 股票-其他 | 6.53% | — | +17.88% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.25% | — | +4.13% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.08% | — | -9.45% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.62% | — | -51.42% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.51% | — | -5.49% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | — | -0.54% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | -0.58% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | — | -0.05% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | — | -3.03% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | — | -28.31% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | — | -0.30% | |
| 15 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.96% | — | +137.81% | |
| 16 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.95% | — | +0.28% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -8.73% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.59% | — | — | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.47% | — | +1.28% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.46% | — | — | |
| 21 | USB | US Bancorp | 股票-金融 | 0.45% | — | — | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 0.43% | — | +1.09% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | -15.14% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | -43.39% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | -39.96% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.35% | — | +0.44% | |
| 27 | GSBC | Great Southern Bancorp INC | 股票-其他 | 0.33% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 29 | RTN1USD | Raytheon Company | 股票-其他 | 0.29% | — | +0.50% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.28% | — | — | |
| 31 | BDC | Belden INC | 股票-科技 | 0.27% | — | — | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.27% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | +1.63% | |
| 34 | MO | Altria Group INC | 股票-非周期性消费 | 0.24% | — | +0.97% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.22% | — | +1.42% | |
| 36 | POL4EUR | Polyone Corporation | 股票-其他 | 0.22% | — | — | |
| 37 | ✓ | Exco Resources INC | 股票-其他 | 0.01% | — | — |