CIK: 0001730817
申报总市值
US$10.0亿
仅显示前 200 大持股（共 253 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 | 5.42% | — | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.93% | +0.02% | — | |
| 3 | BA | Boeing Co/the | 股票-工业 | 2.57% | — | -0.32% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.39% | -0.08% | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.73% | — | — | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.66% | — | -1.34% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.63% | — | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.52% | — | -0.88% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.48% | — | — | |
| 10 | PFE | Pfizer INC | 股票-医疗保健 | 1.29% | — | -1.19% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | — | -0.48% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.22% | +0.02% | -3.59% | |
| 13 | IDV | Ishares International Select | ETF-其他 | 1.17% | — | -4.86% | |
| 14 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.13% | — | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.06% | — | -1.76% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.04% | — | -1.81% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.04% | — | -5.18% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.04% | — | -1.64% | |
| 19 | UTXZ | United Tech CORP | 股票-其他 | 1.00% | — | -1.43% | |
| 20 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.99% | — | -5.10% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | +0.11% | — | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.94% | — | -1.90% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.92% | — | -2.51% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.91% | — | -2.02% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.88% | — | -1.58% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | — | -2.30% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | -2.39% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 0.80% | — | -1.24% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | — | -1.88% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.72% | — | -1.35% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.69% | -0.03% | -3.88% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.69% | — | -1.75% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -2.18% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.21% | -1.08% | |
| 36 | TD | Toronto-dominion Bank | 股票-金融 | 0.67% | — | -2.27% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.65% | — | — | |
| 38 | MBB | Ishares Mbs ETF | ETF-其他 | 0.62% | — | — | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | — | |
| 40 | ALK | Alaska Air Group INC | 股票-工业 | 0.61% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | — | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -2.37% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.60% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | — | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | — | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.57% | — | — | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.55% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.53% | — | — | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.51% | — | — | |
| 50 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.51% | — | — |