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 | 21.11% | +0.82% | -1.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.64% | -0.53% | -1.53% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.54% | — | -0.65% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.19% | -0.16% | EXIT | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 3.53% | — | -0.17% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.47% | — | +1.12% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.26% | -0.17% | +3.45% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.17% | -0.39% | +1.36% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.15% | -0.21% | EXIT | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.98% | — | -4.93% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.57% | — | -0.52% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.55% | -0.75% | -6.62% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.51% | — | -4.36% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.07% | +0.37% | -0.05% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.73% | +0.75% | -0.24% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.45% | — | -4.16% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | +0.38% | -0.24% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.98% | — | -3.09% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.96% | -0.39% | +0.92% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.90% | — | -1.27% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.86% | — | +1.31% | |
| 22 | UBSI | United Bankshares INC | 股票-金融 | 0.81% | — | -0.67% | |
| 23 | ESCA | Escalade INC | 股票-其他 | 0.79% | +0.14% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.33% | — | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | +2.72% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -4.47% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.55% | — | -2.01% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | -0.31% | -13.11% | |
| 29 | ✓ | Powershares | 股票-其他 | 0.47% | — | -0.69% | |
| 30 | UTXZ | United Tech CORP | 股票-其他 | 0.46% | — | -1.11% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.44% | — | -7.05% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | +0.96% | NEW | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.43% | — | +10.24% | |
| 34 | FISV | Fiserv INC | 股票-其他 | 0.42% | — | -0.41% | |
| 35 | VFH | Vanguard Financials ETF | ETF-其他 | 0.42% | — | +14.50% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.52% | -0.46% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.25% | -1.36% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.39% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.39% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | — | +3.55% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.35% | — | -4.89% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | -0.21% | -0.25% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +1.98% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.33% | — | -7.06% | |
| 45 | DE | Deere & Co | 股票-工业 | 0.32% | +0.08% | — | |
| 46 | MET | Metlife INC | 股票-金融 | 0.32% | — | -0.85% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.32% | — | +21.13% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.32% | — | -1.88% | |
| 49 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.31% | — | — | |
| 50 | BBTUSD | Bb&t CORP | 股票-其他 | 0.31% | — | — |