CIK: 0001722641
申报总市值
US$41.8亿
仅显示前 200 大持股（共 1610 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 18.49% | +0.19% | +8.25% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.79% | — | +20.13% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.70% | +0.31% | +13.60% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.08% | — | +5.59% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.85% | -0.36% | -3.58% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.74% | +0.14% | +6.48% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.14% | -0.01% | +5.08% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.65% | +2.49% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | -0.03% | +0.54% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | +2.33% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.54% | — | +1.63% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.36% | — | +0.04% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.11% | -2.97% | |
| 14 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.02% | — | -1.74% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.93% | — | -0.95% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | -0.22% | +4.84% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.04% | +1.23% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.84% | — | -1.81% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | +4.22% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.11% | +5.12% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.75% | — | +0.09% | |
| 22 | ALK | Alaska Air Group INC | 股票-工业 | 0.75% | — | -3.68% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | — | +3.40% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | — | +4.93% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.35% | +1.54% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.07% | +0.10% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | — | -1.74% | |
| 28 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.65% | — | — | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | +4.52% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | -0.37% | -14.65% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | -6.25% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.50% | — | +4.46% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.50% | -0.07% | +4.66% | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | — | +4.00% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.48% | — | +4.21% | |
| 36 | KE | Kimball Electronics INC | 股票-其他 | 0.48% | — | +38.43% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | +6.08% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.46% | -0.03% | -5.13% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.45% | — | -0.42% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | -2.03% | |
| 41 | BUSD | Barnes Group INC | 股票-其他 | 0.43% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | -0.16% | -0.98% | |
| 43 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.42% | — | -1.68% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.42% | — | +17.73% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | +0.19% | +63.19% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.38% | — | -1.66% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | +0.10% | +0.51% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.34% | — | +14.26% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.31% | — | -0.32% | |
| 50 | CMI | Cummins INC | 股票-工业 | 0.31% | — | -1.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +20.13% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +8.25% | 加仓 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.4% | +13.60% | 加仓 |
| 4 | AAPL | Apple INC | +0.1% | -3.58% | 减仓 |
| 5 | KBALUSD | Kimball International-b | +0.1% | +231.57% | 加仓 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.48% | 加仓 |
| 7 | PG | Procter & Gamble Co/the | +0.1% | +4.22% | 加仓 |
| 8 | KE | Kimball Electronics INC | +0.1% | +38.43% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.54% | 加仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +72.34% | 加仓 |
| 11 | CCL1EUR | Carnival CORP LTD | +0.1% | +495.64% | 加仓 |
| 12 | BA | Boeing Co/the | +0.1% | +17.73% | 加仓 |
| 13 | RTN1USD | Raytheon Company | +0.1% | +18.81% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.1% | +2.49% | 加仓 |
| 15 | T | At&t INC | +0.1% | -1.81% | 减仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.10% | 加仓 |
| 17 | VZ | Verizon Communications INC | +0.1% | +14.26% | 加仓 |
| 18 | TGT | Target CORP | +0.1% | +0.81% | 加仓 |
| 19 | INTC | Intel CORP | 0% | +4.46% | 加仓 |
| 20 | WFC | Wells Fargo & Co | 0% | +6.08% | 加仓 |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +16.89% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | 0% | +14.71% | 加仓 |
| 23 | PEP | Pepsico INC | 0% | +4.52% | 加仓 |
| 24 | CVS | Cvs Health CORP | 0% | -1.66% | 减仓 |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | +20.58% | 加仓 |
| 26 | EFA | Ishares Msci Eafe ETF | 0% | +5.08% | 加仓 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.33% | 加仓 |
| 28 | XAR | Ss Spdr S&p Aerospace Def | 0% | -60.66% | 减仓 |
| 29 | ✓ | Cbs CORP New | -0.1% | -15.10% | 减仓 |
| 30 | 6D8 | Dupont De Nemours INC | -0.1% | -55.92% | 减仓 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -0.98% | 减仓 |
| 32 | FDN | First Trust Dj Internet Ind | -0.1% | -53.07% | 减仓 |
| 33 | MO | Altria Group INC | -0.1% | -19.67% | 减仓 |
| 34 | YUMC | Yum China Holdings INC | -0.1% | -27.58% | 减仓 |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -6.25% | 减仓 |
| 36 | HBNC | Horizon Bancorp Inc/in | -0.1% | -88.74% | 减仓 |
| 37 | 9HI | Hillenbrand INC | -0.1% | -0.19% | 减仓 |
| 38 | BLKCHF | Blackrock INC | -0.1% | -25.30% | 减仓 |
| 39 | DIS | Walt Disney Co/the | -0.1% | +1.23% | 加仓 |
| 40 | PFE | Pfizer INC | -0.1% | +4.21% | 加仓 |
| 41 | EEM | Ishares Msci Emerging Market | -0.1% | -0.95% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.1% | -14.65% | 减仓 |
| 43 | GCO | Genesco INC | -0.1% | -93.70% | 减仓 |
| 44 | WPG2EUR | Washington Prime Group INC | -0.1% | -68.75% | 减仓 |
| 45 | SCHW | Schwab (charles) CORP | -0.2% | -83.76% | 减仓 |
| 46 | TRU | Transunion | -0.2% | -99.57% | 减仓 |
| 47 | CAT | Caterpillar INC | -0.2% | -61.08% | 减仓 |
| 48 | ASMB | Assembly Biosciences, Inc. | -0.3% | -82.01% | 减仓 |
| 49 | R6C2 | Royal Dutch Shell-spon Adr-b | — | NEW | 新建仓 |
| 50 | UBSI | United Bankshares INC | — | NEW | 新建仓 |