CIK: 0001667102
申报总市值
US$3.1亿
| # | 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 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 4.50% | — | +0.55% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.45% | — | +13.80% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.99% | +0.08% | +1.04% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.63% | -0.09% | +3.36% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.53% | — | +1.42% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.36% | +0.56% | +9.14% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.22% | — | +2.03% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.12% | -0.01% | -2.41% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.97% | — | -2.97% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.87% | +0.25% | +7.28% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.86% | — | +1001.59% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.66% | -0.72% | +5.95% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.57% | -0.17% | -17.49% | |
| 14 | ITW | Illinois Tool Works | 股票-工业 | 1.56% | — | -4.41% | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.55% | — | -2.45% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.49% | +0.04% | +26.56% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.48% | — | -1.38% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | +0.03% | +0.48% | |
| 19 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.39% | — | -1.91% | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.36% | — | -2.15% | |
| 21 | BTU | Peabody Energy Corporation | 股票-能源 | 1.32% | — | — | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.25% | — | -0.10% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.22% | — | -3.44% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | — | +0.33% | |
| 25 | MMM | 3m Co | 股票-工业 | 1.17% | — | -0.49% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.13% | — | -1.96% | |
| 27 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.10% | — | -1.13% | |
| 28 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 1.08% | — | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.02% | +0.02% | -35.91% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.05% | +2.84% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | — | -0.53% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | — | -0.89% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | +0.32% | +11.83% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.88% | — | +498.30% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.84% | — | +0.09% | |
| 36 | ✓ | SPDR S&P Midcap 400 | 股票-其他 | 0.84% | — | +2.40% | |
| 37 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.83% | — | +29.48% | |
| 38 | ✓ | Whole Foods Mkt INC | 股票-其他 | 0.81% | — | -1.12% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.81% | +0.09% | -0.52% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.81% | +0.06% | +13.00% | |
| 41 | VFC | Vf CORP | 股票-周期性消费 | 0.77% | — | -0.30% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.77% | — | -1.88% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.77% | — | +0.62% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.77% | — | +3.12% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.75% | — | -6.75% | |
| 46 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 0.72% | — | -6.35% | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.71% | — | +10.82% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.70% | — | -2.06% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | -0.69% | +13.78% | |
| 50 | PXGBX | Praxair INC | 股票-其他 | 0.70% | — | -0.25% |