CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 218 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-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 13.50% | +0.86% | +3.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.83% | -0.20% | +0.35% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.41% | — | -4.62% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | +0.37% | +4.10% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | — | +3.38% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.66% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.56% | -0.11% | -0.61% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.42% | +1.57% | -3.14% | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.37% | — | +2.52% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.33% | — | -4.23% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.26% | -0.29% | +0.31% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.26% | — | -7.75% | |
| 13 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.25% | — | +10.93% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.23% | — | +342.21% | |
| 15 | T | At&t INC | 股票-通信服务 | 1.17% | — | +7.86% | |
| 16 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.09% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.06% | +0.08% | -56.09% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.03% | — | — | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.99% | — | +48.50% | |
| 20 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.98% | — | +3.84% | |
| 21 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.98% | — | +3.55% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.97% | — | -4.58% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.96% | — | — | |
| 24 | TGT | Target CORP | 股票-周期性消费 | 0.95% | — | +7.89% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.95% | — | -81.80% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.92% | — | — | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.91% | — | -1.96% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.91% | — | +0.63% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.89% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | -0.15% | +4.89% | |
| 31 | GOLF | Acushnet Holdings CORP | 股票-其他 | 0.84% | — | +7.30% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.82% | — | +3.50% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | — | -6.52% | |
| 34 | WPC | Wp Carey INC | 股票-房地产 | 0.77% | — | +18.88% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.75% | — | — | |
| 36 | DISCAUSD | Discovery INC - A | 股票-其他 | 0.74% | — | -16.11% | |
| 37 | NUE | Nucor CORP | 股票-原材料 | 0.73% | — | +281.50% | |
| 38 | VMI | Valmont Industries | 股票-工业 | 0.73% | — | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | — | -31.48% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | — | +0.48% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.67% | — | +16.45% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | — | -0.33% | |
| 43 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.65% | — | — | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.63% | — | -49.29% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.61% | — | -74.49% | |
| 46 | SRCIEUR | Src Energy INC | 股票-其他 | 0.58% | — | +410.00% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | -0.11% | +5.50% | |
| 48 | LDOS | Leidos Holdings INC | 股票-科技 | 0.55% | — | — | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.54% | — | — | |
| 50 | ✓ | 股票-其他 | 0.53% | — | -14.50% |