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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.88% | — | +10.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 4.46% | — | -1.68% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.74% | +0.08% | -1.80% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.51% | -0.09% | +0.19% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.49% | — | +1.19% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.28% | +0.56% | -0.63% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.17% | — | -0.22% | |
| 8 | ARAUSD | American Renal Associates Ho | 股票-其他 | 2.16% | — | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.00% | -0.01% | -3.04% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.94% | — | +1.07% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.93% | +0.25% | +0.36% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.65% | -0.72% | -0.65% | |
| 13 | AMGN | Amgen INC | 股票-医疗保健 | 1.59% | — | -1.46% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.56% | -0.17% | -0.22% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.55% | — | -0.35% | |
| 16 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.53% | — | -1.14% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 1.51% | — | -3.34% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.50% | +0.04% | +8.37% | |
| 19 | BLKCHF | Blackrock INC | 股票-其他 | 1.43% | — | -0.74% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.42% | — | +8.66% | |
| 21 | BTU | Peabody Energy Corporation | 股票-能源 | 1.33% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | +0.03% | -0.60% | |
| 23 | MMM | 3m Co | 股票-工业 | 1.16% | — | -1.21% | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.16% | — | +2.65% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | — | -0.88% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.11% | — | -0.56% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.05% | +1.28% | |
| 28 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 1.05% | — | -2.74% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.03% | +0.02% | +2.02% | |
| 30 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.99% | — | +1.53% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +1.28% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.91% | +0.32% | +3.78% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.89% | — | +3.23% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.88% | — | +0.92% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.87% | — | -0.23% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.87% | — | -25.12% | |
| 37 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.82% | — | -0.21% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.82% | — | +0.12% | |
| 39 | VFC | Vf CORP | 股票-周期性消费 | 0.81% | — | -0.77% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.80% | +0.06% | +2.64% | |
| 41 | ✓ | SPDR S&P Midcap 400 | 股票-其他 | 0.80% | — | -1.28% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | — | -3.20% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.77% | +0.09% | -0.71% | |
| 44 | PXGBX | Praxair INC | 股票-其他 | 0.74% | — | — | |
| 45 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.72% | — | +0.78% | |
| 46 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.70% | — | +0.43% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.69% | — | +6.86% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | -0.69% | -3.25% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.66% | — | -1.68% | |
| 50 | UTXZ | United Tech CORP | 股票-其他 | 0.66% | — | +2.07% |