CIK: 0001729515
申报总市值
US$4.5亿
仅显示前 200 大持股（共 226 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 | 5.42% | -0.43% | -1.86% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.77% | -0.32% | +1.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.63% | -0.90% | +2.49% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.04% | — | +2.92% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.92% | +0.16% | +0.26% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.89% | +0.44% | +11.11% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.89% | +0.46% | +0.67% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.16% | -0.19% | +3.57% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.93% | — | -0.29% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.89% | +0.36% | +29.11% | |
| 11 | CAT | Caterpillar INC | 股票-工业 | 1.61% | +0.49% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.54% | +0.22% | +3.45% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.50% | — | +1.79% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.15% | +3.86% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.48% | +0.34% | +14.11% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | -0.21% | +8.82% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | +0.20% | +3.48% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.32% | +0.15% | -0.56% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.32% | — | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.28% | — | -3.32% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.27% | — | -0.99% | |
| 22 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 1.23% | +0.11% | -1.03% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | -0.15% | +3.14% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.11% | +3.08% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.16% | +0.06% | +2.27% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | +5.07% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.00% | — | -3.65% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | +0.13% | +3.95% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | -0.14% | -0.15% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.90% | — | +3.27% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.85% | — | +6.55% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | -0.15% | +4.73% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -3.62% | |
| 34 | WM | Waste Management INC | 股票-工业 | 0.77% | — | +3.28% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.76% | — | — | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.76% | +0.11% | +29.11% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.71% | — | -4.45% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +3.20% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.69% | +0.08% | +5.94% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.67% | -0.10% | +5.54% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | — | +1.75% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | +6.08% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | -0.09% | +4.55% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.09% | +4.01% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.63% | — | +1.52% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.61% | — | +3.63% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +33.78% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | -3.93% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.57% | -0.15% | -3.40% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | +2.74% |