CIK: 0001729515
申报总市值
US$4.5亿
仅显示前 200 大持股（共 201 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 | AAPL | Apple INC | 股票-科技 | 6.52% | -0.43% | -1.50% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.90% | -1.25% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.39% | +0.46% | +8.37% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.24% | -0.32% | +19.53% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.15% | +0.16% | +9.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.63% | — | +7.32% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.46% | — | +13.38% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.24% | -0.19% | +35.44% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.16% | +0.44% | +24.21% | |
| 10 | CAT | Caterpillar INC | 股票-工业 | 1.91% | +0.49% | -2.68% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.81% | — | -7.92% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.74% | +0.36% | -12.68% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.71% | +0.20% | -1.47% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.38% | — | +10.35% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.38% | -0.21% | +0.03% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.15% | -1.09% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.26% | — | +3.74% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.18% | +0.08% | -3.41% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.15% | -3.93% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.16% | — | -3.14% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 1.14% | +0.15% | -2.19% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.11% | -5.45% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | — | -9.14% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.06% | — | — | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.02% | — | +3.34% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.97% | — | -0.37% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.94% | -0.10% | +0.02% | |
| 28 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.93% | +0.11% | +25.59% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.90% | +0.34% | +22.05% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.87% | +0.13% | -5.28% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.87% | +0.06% | +8.76% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.86% | — | — | |
| 33 | ITW | Illinois Tool Works | 股票-工业 | 0.83% | — | -0.27% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | — | +1.19% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | -1.37% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.14% | -1.49% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | — | -5.97% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | -0.15% | -0.21% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | +0.06% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.66% | — | +8.61% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | -3.62% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | — | +3.54% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | -2.22% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.09% | +0.14% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | — | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.59% | — | -0.15% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.59% | — | -10.72% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.12% | -4.78% | |
| 49 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.57% | -0.09% | +8.34% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.08% | -0.24% |