CIK: 0001667102
申报总市值
US$3.1亿
仅显示前 200 大持股（共 204 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 | 4.32% | -0.51% | — | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.99% | — | +11.02% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.90% | -0.09% | +1.87% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.77% | -0.01% | -4.54% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.54% | +0.56% | +1.11% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.42% | — | +3.82% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.33% | +0.08% | -0.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.19% | +0.25% | +3.53% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.90% | -0.72% | +3.62% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.83% | +0.04% | +1.18% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.76% | — | -1.12% | |
| 12 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.74% | — | -2.88% | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.70% | — | -1.11% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.05% | -2.56% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.63% | -0.17% | -0.82% | |
| 16 | AMGN | Amgen INC | 股票-医疗保健 | 1.60% | — | -1.43% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.46% | — | -0.25% | |
| 18 | BTU | Peabody Energy Corporation | 股票-能源 | 1.42% | — | -4.17% | |
| 19 | ITW | Illinois Tool Works | 股票-工业 | 1.40% | — | -1.81% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.33% | — | +3.90% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 1.33% | — | -0.46% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.32% | +0.02% | +5.29% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.26% | — | +8.69% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | +0.32% | +6.98% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 1.23% | — | -1.26% | |
| 26 | ARAUSD | American Renal Associates Ho | 股票-其他 | 1.12% | — | — | |
| 27 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 1.11% | — | +0.43% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.07% | — | -1.07% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | — | -2.04% | |
| 30 | RSG | Republic Services INC | 股票-工业 | 0.95% | — | +0.06% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 0.93% | — | -0.47% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.92% | -0.69% | +1.47% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.91% | — | +3.27% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | — | +0.75% | |
| 35 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.90% | — | -0.80% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | — | -8.93% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | — | -0.70% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.86% | — | -5.21% | |
| 39 | VFC | Vf CORP | 股票-周期性消费 | 0.83% | — | +0.09% | |
| 40 | GOOG | Alphabet A | 股票-通信服务 | 0.82% | — | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.81% | +0.06% | +1.74% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.80% | — | -1.82% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.03% | -2.89% | |
| 44 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.77% | +0.06% | +17.05% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.77% | — | -0.46% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | — | -0.47% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.72% | +0.03% | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.72% | — | +0.12% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.69% | — | +7.78% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.69% | — | — |