CIK: 0001569173
申报总市值
US$3.3亿
仅显示前 200 大持股（共 250 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 | SCHH | Schwab US Reit ETF | ETF-其他 | 5.78% | -0.63% | -3.49% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.43% | -0.11% | -20.94% | |
| 3 | FISV | Fiserv INC | 股票-其他 | 3.10% | -0.01% | -0.21% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.52% | — | +0.54% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.50% | — | +36.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.40% | +0.02% | -1.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | +0.41% | -1.90% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.04% | +0.76% | +1.91% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.03% | -0.34% | -0.48% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.01% | -0.01% | -4.66% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 2.00% | -0.03% | -1.64% | |
| 12 | EMLP | First Trust North American E | ETF-其他 | 1.98% | +0.67% | -12.60% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.73% | +0.03% | +0.28% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.73% | +0.03% | -1.10% | |
| 15 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 1.70% | — | -19.53% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.68% | +0.05% | +0.39% | |
| 17 | AFL | Aflac INC | 股票-金融 | 1.62% | — | +0.25% | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 1.59% | +0.02% | +0.82% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.58% | -0.21% | +6.38% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.58% | +0.10% | +0.09% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.56% | — | -0.99% | |
| 22 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.45% | -0.47% | -7.47% | |
| 23 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.39% | — | +2.23% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.39% | — | +2.49% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.37% | +0.15% | -9.05% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | — | +0.08% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 1.29% | — | +0.39% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.20% | -0.25% | -0.16% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.20% | — | +0.00% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.19% | — | -18.88% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 1.15% | +0.08% | — | |
| 32 | DHR | Danaher CORP | 股票-医疗保健 | 1.15% | — | -0.40% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.12% | — | +6.84% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | — | +178.33% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | — | -4.69% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.98% | — | +5.15% | |
| 37 | CI | THE Cigna Group | 股票-医疗保健 | 0.95% | +0.37% | — | |
| 38 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.89% | -0.36% | +0.87% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.89% | +0.02% | +0.50% | |
| 40 | OMC | Omnicom Group | 股票-通信服务 | 0.89% | -0.39% | +0.01% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.87% | — | -1.01% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.84% | — | — | |
| 43 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.80% | — | — | |
| 44 | VDE | Vanguard Energy ETF | ETF-其他 | 0.73% | +0.22% | -1.09% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.68% | — | — | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | — | — | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.67% | +0.01% | — | |
| 48 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.67% | — | +1193.71% | |
| 49 | HUBG | Hub Group Inc-cl A | 股票-其他 | 0.62% | — | -0.52% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.61% | — | -1.85% |