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 | 4.31% | — | -0.43% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.89% | — | +3.36% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.96% | -0.09% | +3.59% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.57% | +0.56% | +3.59% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.41% | +0.08% | -0.75% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.39% | -0.01% | -2.54% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.34% | — | +2.20% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.13% | +0.25% | +4.76% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.96% | +0.04% | +3.36% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.81% | -0.72% | +2.14% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.74% | — | -0.32% | |
| 12 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.74% | — | -4.39% | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.70% | — | -2.22% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.65% | -0.17% | +1.91% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.05% | +1.62% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.62% | — | +2.48% | |
| 17 | BTU | Peabody Energy Corporation | 股票-能源 | 1.47% | — | — | |
| 18 | AMGN | Amgen INC | 股票-医疗保健 | 1.41% | — | -1.68% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.40% | — | +38.71% | |
| 20 | ITW | Illinois Tool Works | 股票-工业 | 1.34% | — | -0.74% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 1.28% | — | -0.72% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.27% | +0.02% | +6.24% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.26% | — | -5.62% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.22% | — | -4.31% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | — | -0.40% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 1.16% | +0.32% | +6.72% | |
| 27 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 1.11% | — | +2.08% | |
| 28 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.05% | — | -1.37% | |
| 29 | SYK | Stryker CORP | 股票-医疗保健 | 1.04% | — | -1.88% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 1.00% | — | +1.57% | |
| 31 | RSG | Republic Services INC | 股票-工业 | 1.00% | — | -0.53% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | — | +0.11% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.98% | — | -3.13% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | — | -2.52% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.91% | — | +12.23% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | — | -0.31% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.89% | -0.69% | +3.04% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.03% | -1.23% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | — | +0.13% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.81% | +0.06% | +5.35% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | — | +0.69% | |
| 42 | VFC | Vf CORP | 股票-周期性消费 | 0.80% | — | -0.11% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | +0.72% | |
| 44 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.76% | — | -1.55% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.76% | — | +0.70% | |
| 46 | ARAUSD | American Renal Associates Ho | 股票-其他 | 0.74% | — | — | |
| 47 | ✓ | SPDR S&P Midcap 400 | 股票-其他 | 0.74% | — | — | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.73% | — | -2.47% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.73% | — | +1.02% | |
| 50 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.71% | +0.06% | — |