CIK: 0001733082
申报总市值
US$11.4亿
仅显示前 200 大持股（共 221 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 | XOM | Exxon Mobil CORP | 股票-能源 | 7.84% | +2.14% | +0.40% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 6.32% | +1.24% | +0.15% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.72% | -0.41% | +1.01% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.05% | -1.05% | +1.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.94% | -0.48% | +5.21% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.84% | +0.29% | +1.43% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.00% | -0.24% | +1.41% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 1.91% | -0.24% | +2.22% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.23% | +1.82% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.58% | — | +18.36% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.50% | — | +5.24% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.44% | -0.10% | -2.57% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.40% | -0.06% | +1.76% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.39% | -0.23% | +1961.53% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.19% | — | -1.92% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.18% | — | -1.28% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.18% | — | -5.80% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | -0.20% | +1940.11% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.16% | — | +15.50% | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 1.14% | — | +0.97% | |
| 21 | DE | Deere & Co | 股票-工业 | 1.12% | +0.13% | +2.56% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.11% | — | +2.97% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | +25.38% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.09% | -0.13% | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | -0.18% | -0.06% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.00% | +0.03% | -8.49% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.99% | -0.32% | +0.26% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.99% | — | +5.37% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.98% | -0.07% | +3.20% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | — | -6.95% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.90% | — | +0.34% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | +6.15% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | +3.55% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.09% | +3.11% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | — | +1.75% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.78% | -0.10% | +3.82% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | +18.64% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | +0.11% | +0.57% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.05% | -4.44% | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.62% | — | +4.09% | |
| 41 | HON | Honeywell International INC | 股票-工业 | 0.61% | +0.05% | +0.92% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | — | +0.39% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.58% | -0.13% | +10.63% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | +0.53% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.56% | — | -2.35% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.09% | +0.55% | |
| 47 | AMT | American Tower CORP | 股票-房地产 | 0.53% | — | — | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.51% | — | +1.50% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.51% | — | -0.25% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.49% | — | +0.10% |