CIK: 0001730817
申报总市值
US$10.0亿
仅显示前 200 大持股（共 242 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 | MSFT | Microsoft CORP | 股票-科技 | 4.75% | — | -2.08% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.54% | +0.02% | -0.66% | |
| 3 | BA | Boeing Co/the | 股票-工业 | 2.37% | — | +17.45% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.89% | -0.08% | +1.36% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 1.80% | — | -0.02% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.62% | — | +2.91% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.55% | — | +13.56% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.39% | — | +17.52% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | — | +2.10% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.34% | +0.02% | -22.54% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 1.21% | — | -8.68% | |
| 12 | DWX | State Street Spdr S&p Intern | ETF-其他 | 1.17% | — | -5.65% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.14% | — | -19.55% | |
| 14 | UTXZ | United Tech CORP | 股票-其他 | 1.12% | — | +46.87% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | — | -2.49% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.10% | — | -18.19% | |
| 17 | TXN | Texas Instruments INC | 股票-科技 | 1.03% | — | +35.91% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | — | -5.97% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.00% | — | +61.75% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.99% | — | +44.74% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.98% | — | +32.53% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | +143.28% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | — | +2.30% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.94% | — | +113.85% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | — | -3.09% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.11% | -3.43% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.87% | — | +39.03% | |
| 28 | NFLX | Netflix INC | 股票-通信服务 | 0.86% | — | +40.15% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.85% | — | +73.45% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.85% | — | -6.57% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.84% | — | +6.75% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.84% | — | +55.84% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.83% | — | -1.64% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.80% | — | -3.29% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | — | -33.74% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.77% | +0.41% | -36.23% | |
| 37 | TD | Toronto-dominion Bank | 股票-金融 | 0.76% | — | -13.71% | |
| 38 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.75% | — | -6.51% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | — | +1.62% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | — | +6.98% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.72% | -0.03% | -10.28% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.71% | — | +88.57% | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.66% | — | +3.91% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | -0.63% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.63% | — | +0.05% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | — | -8.87% | |
| 47 | GM | General Motors Co | 股票-周期性消费 | 0.62% | — | -9.56% | |
| 48 | MBB | Ishares Mbs ETF | ETF-其他 | 0.62% | — | -0.66% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -13.47% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.57% | — | +16.74% |