CIK: 0000934866
申报总市值
US$1.6亿
| # | 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 | PEBO | Peoples Bancorp INC | 股票-其他 | 17.22% | +0.82% | +0.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.69% | -0.53% | -2.93% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.31% | — | -3.80% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.10% | -0.16% | EXIT | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.44% | — | +0.55% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.48% | -0.75% | -7.46% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.46% | — | -8.04% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.41% | -0.21% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.29% | -0.39% | -0.13% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.15% | — | -4.26% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.00% | — | -6.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.96% | -0.17% | +7.31% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.74% | — | -7.11% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.20% | +0.37% | -0.83% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.95% | +0.75% | -0.22% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.83% | — | -5.20% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | +0.38% | +7.29% | |
| 18 | T | At&t INC | 股票-通信服务 | 1.20% | — | +5.44% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.16% | — | +4.15% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.12% | — | -10.65% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.06% | — | -5.87% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.96% | — | +42.04% | |
| 23 | UBSI | United Bankshares INC | 股票-金融 | 0.89% | — | -0.66% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | — | +0.64% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.72% | -0.39% | -0.66% | |
| 26 | ESCA | Escalade INC | 股票-其他 | 0.69% | +0.14% | — | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.56% | — | -4.79% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.55% | — | -0.87% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | -0.31% | +0.18% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | +2.64% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.48% | — | — | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.46% | — | -4.78% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.45% | — | -3.99% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.33% | +12.72% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.38% | — | -2.45% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.25% | -0.35% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.36% | — | -0.77% | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.36% | — | +5.52% | |
| 39 | CLX | Clorox Company | 股票-非周期性消费 | 0.36% | — | -1.81% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | -0.52% | -0.46% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.34% | — | -1.60% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.33% | — | -5.67% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | -5.31% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.32% | — | -2.30% | |
| 45 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.31% | — | -2.30% | |
| 46 | ✓ | Ishares | 股票-其他 | 0.31% | — | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.28% | — | -1.80% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.27% | — | -1.46% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.27% | -0.11% | -22.06% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.25% | — | — |