CIK: 0001740063
申报总市值
US$2.5亿
仅显示前 200 大持股（共 419 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 | 6.91% | -0.63% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.81% | -0.03% | -0.00% | |
| 3 | CAT | Caterpillar INC | 股票-工业 | 4.49% | +1.40% | -0.06% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.46% | -0.32% | +0.80% | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 2.87% | +2.14% | -12.87% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.28% | +2.18% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.13% | — | +2.86% | |
| 8 | PH | Parker Hannifin CORP | 股票-工业 | 1.73% | -0.08% | — | |
| 9 | GLW | Corning INC | 股票-科技 | 1.69% | +1.00% | -1.33% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | +0.18% | +9.28% | |
| 11 | HON | Honeywell International INC | 股票-工业 | 1.51% | -1.51% | EXIT | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.36% | -0.36% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | — | -0.08% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.29% | — | +1.07% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.22% | — | +0.22% | |
| 16 | MCK | Mckesson CORP | 股票-医疗保健 | 1.21% | -0.29% | -0.07% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.13% | +0.34% | -0.31% | |
| 18 | USB | US Bancorp | 股票-金融 | 1.12% | +0.01% | — | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.09% | — | +0.58% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 1.06% | -0.37% | — | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.02% | — | — | |
| 22 | SXI | Standex International CORP | 股票-其他 | 1.01% | +0.17% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.00% | — | -0.12% | |
| 24 | C | Citigroup INC | 股票-金融 | 0.97% | +0.08% | — | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.97% | +0.01% | -0.07% | |
| 26 | ABM | Abm Industries INC | 股票-其他 | 0.97% | — | -0.06% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.95% | -0.02% | +1.55% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | +0.05% | +20.64% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.90% | +0.02% | +29.95% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工业 | 0.90% | -0.04% | — | |
| 31 | CSX | Csx CORP | 股票-工业 | 0.90% | — | — | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.90% | -0.24% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.02% | -0.02% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.88% | — | +0.08% | |
| 35 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.83% | — | +10.32% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | — | — | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.75% | — | -1.27% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.74% | — | — | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | — | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.17% | — | |
| 41 | LHX | L3harris Technologies INC | 股票-工业 | 0.71% | — | — | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | -0.15% | — | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | -0.18% | +0.19% | |
| 44 | INGR | Ingredion INC | 股票-非周期性消费 | 0.65% | -0.17% | +0.27% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.64% | -0.01% | — | |
| 46 | JOE | St Joe Co/the | 股票-其他 | 0.60% | — | — | |
| 47 | TT | Trane Technologies plc | 股票-工业 | 0.59% | — | — | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.58% | — | +0.24% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.56% | +0.04% | +30.75% |