CIK: 0001740063
申报总市值
US$2.5亿
仅显示前 200 大持股（共 410 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 8.51% | -0.63% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.24% | -0.03% | -3.86% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.65% | -0.32% | +10.04% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | -0.28% | +0.08% | |
| 5 | CAT | Caterpillar INC | 股票-工业 | 2.73% | +1.40% | -0.32% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 2.11% | +2.14% | -0.28% | |
| 7 | HON | Honeywell International INC | 股票-工业 | 1.81% | -1.51% | EXIT | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.70% | — | -0.20% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.68% | — | +55.48% | |
| 10 | PH | Parker Hannifin CORP | 股票-工业 | 1.50% | -0.08% | -0.14% | |
| 11 | ABM | Abm Industries INC | 股票-其他 | 1.44% | — | -0.58% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.32% | — | +0.87% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.28% | -0.36% | -0.58% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | — | — | |
| 15 | MCK | Mckesson CORP | 股票-医疗保健 | 1.19% | -0.29% | — | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.14% | +0.34% | -0.23% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.11% | — | +6.68% | |
| 18 | USB | US Bancorp | 股票-金融 | 1.08% | +0.01% | -0.12% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.01% | -0.15% | -0.95% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | +0.18% | +8.45% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.99% | — | +0.04% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | +0.01% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.98% | -0.02% | -0.17% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.94% | +0.01% | -0.65% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | -0.29% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工业 | 0.93% | -0.04% | — | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | +0.05% | +7.27% | |
| 28 | TT | Trane Technologies plc | 股票-工业 | 0.88% | — | -6.79% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | — | -0.23% | |
| 30 | NOC | Northrop Grumman CORP | 股票-工业 | 0.86% | -0.37% | -0.15% | |
| 31 | INGR | Ingredion INC | 股票-非周期性消费 | 0.84% | -0.17% | +3.07% | |
| 32 | GLW | Corning INC | 股票-科技 | 0.84% | +1.00% | -0.23% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.83% | — | -3.17% | |
| 34 | C | Citigroup INC | 股票-金融 | 0.81% | +0.08% | — | |
| 35 | CSX | Csx CORP | 股票-工业 | 0.79% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | — | +2.63% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.78% | — | +0.01% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | -0.24% | +0.12% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.75% | -0.01% | -0.17% | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.71% | — | — | |
| 41 | SXI | Standex International CORP | 股票-其他 | 0.71% | +0.17% | — | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.70% | — | -14.12% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.70% | — | -0.09% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.04% | -0.03% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | -0.18% | +0.63% | |
| 46 | LHX | L3harris Technologies INC | 股票-工业 | 0.62% | — | -0.20% | |
| 47 | VSH | Vishay Intertechnology INC | 股票-其他 | 0.60% | +0.65% | -6.95% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | -0.03% | |
| 49 | SPGI | S&p Global INC | 股票-金融 | 0.56% | -0.38% | EXIT | |
| 50 | TXT | Textron INC | 股票-工业 | 0.56% | — | -0.65% |