CIK: 0001802284
申报总市值
US$1.7亿
| # | 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 | HURN | Huron Consulting Group INC | 股票-其他 | 8.17% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.31% | -0.59% | +0.02% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.27% | -0.06% | +2.26% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.33% | — | +0.37% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.85% | -0.25% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.04% | -0.04% | -0.61% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.71% | +0.04% | +1.59% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.50% | +0.08% | +3.56% | |
| 9 | CAT | Caterpillar INC | 股票-工业 | 2.07% | +0.36% | -1.79% | |
| 10 | ITW | Illinois Tool Works | 股票-工业 | 2.03% | +0.03% | +0.84% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.91% | — | — | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.76% | -0.70% | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | +0.70% | +0.42% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.59% | — | +2.51% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.57% | +0.02% | +0.67% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事业 | 1.50% | +0.11% | -0.19% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.37% | +0.02% | +3.87% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.19% | -0.27% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.35% | +0.42% | — | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.32% | +0.12% | +0.56% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.18% | -0.15% | +7.04% | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 1.11% | — | -0.98% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.10% | -0.11% | -0.76% | |
| 24 | HON | Honeywell International INC | 股票-工业 | 1.08% | +0.10% | -1.70% | |
| 25 | NEE | Nextera Energy INC | 股票-公用事业 | 1.04% | +0.12% | — | |
| 26 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.99% | — | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.95% | — | -1.01% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | +0.63% | |
| 29 | GWW | Ww Grainger INC | 股票-工业 | 0.94% | — | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.93% | +0.08% | -2.29% | |
| 31 | ED | Consolidated Edison INC | 股票-公用事业 | 0.88% | +0.08% | — | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.86% | +0.07% | — | |
| 33 | OGE | Oge Energy CORP | 股票-公用事业 | 0.85% | +0.06% | — | |
| 34 | VMC | Vulcan Materials Co | 股票-原材料 | 0.83% | — | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | +3.78% | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.78% | +0.05% | -0.35% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.74% | +0.12% | — | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.74% | — | — | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.71% | — | — | |
| 41 | AEE | Ameren Corporation | 股票-公用事业 | 0.69% | +0.06% | +2.22% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | -0.17% | -0.60% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.63% | — | — | |
| 44 | NUE | Nucor CORP | 股票-原材料 | 0.59% | — | — | |
| 45 | ENB | Enbridge INC | 股票-能源 | 0.56% | +0.05% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +1.41% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | — | |
| 48 | CNP | Centerpoint Energy INC | 股票-公用事业 | 0.52% | +0.05% | — | |
| 49 | HUBB | Hubbell INC | 股票-工业 | 0.49% | — | — | |
| 50 | RY | Royal Bank Of Canada | 股票-金融 | 0.48% | — | — |