CIK: 0001730817
申报总市值
US$10.0亿
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 | MSFT | Microsoft CORP | 股票-科技 | 6.48% | — | +12.03% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.38% | +0.02% | -7.55% | |
| 3 | BA | Boeing Co/the | 股票-工业 | 2.46% | — | +2.81% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.13% | — | +24.86% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.08% | — | +40.49% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.02% | -0.08% | -3.00% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.02% | — | +23.94% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.64% | — | +7.07% | |
| 9 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.64% | — | +8.85% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.53% | — | +47.21% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.51% | — | +67.01% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.43% | — | +45.82% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.40% | — | -4.20% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | — | +10.02% | |
| 15 | IDV | Ishares International Select | ETF-其他 | 1.30% | — | +20.60% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.29% | +0.02% | +8.25% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.08% | — | +8.89% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.06% | — | -8.72% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.00% | — | +9.86% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +0.11% | +11.33% | |
| 21 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.95% | — | +93.11% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.88% | — | -7.50% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | +31.01% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.86% | -0.03% | +24.09% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.84% | — | -4.45% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | — | +38.05% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.82% | — | +5.32% | |
| 28 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.77% | — | -20.20% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | — | -5.79% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.70% | — | -5.27% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -8.40% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | +4.90% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.66% | — | +29.43% | |
| 34 | UTXZ | United Tech CORP | 股票-其他 | 0.65% | — | -30.80% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.21% | +9.62% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | — | -1.96% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | +2.28% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | -16.51% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | -0.46% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.61% | — | +48.73% | |
| 41 | REET | Ishares Global Reit ETF | ETF-其他 | 0.60% | — | +45.13% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +62.20% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.57% | — | +149.97% | |
| 44 | TD | Toronto-dominion Bank | 股票-金融 | 0.56% | — | -6.47% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | -10.74% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.56% | — | +24.33% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.55% | — | -3.83% | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.54% | +0.42% | +118.29% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | +8.89% | |
| 50 | MBB | Ishares Mbs ETF | ETF-其他 | 0.53% | — | -14.41% |