CIK: 0001729515
申报总市值
US$4.5亿
仅显示前 200 大持股（共 217 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 | 4.74% | -0.43% | -1.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.90% | -0.99% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.35% | -0.32% | +1.34% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.37% | +0.44% | +10.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.12% | — | -3.21% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.11% | +0.46% | +4.76% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.97% | +0.16% | -2.01% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.45% | -0.19% | +2.08% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | -0.15% | +3.87% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.82% | — | -1.69% | |
| 11 | CAT | Caterpillar INC | 股票-工业 | 1.82% | +0.49% | -0.56% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.74% | +0.34% | +10.57% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | -0.21% | +1.05% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.48% | +0.22% | -2.43% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.43% | — | -1.02% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.40% | — | — | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.37% | +0.15% | -3.31% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.11% | -6.54% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | +0.36% | -23.92% | |
| 20 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 1.25% | +0.11% | -1.79% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | -0.15% | +1.31% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.16% | — | -11.66% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.13% | — | -12.04% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | +27.80% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.11% | +0.06% | -6.51% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | +0.20% | -12.53% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | +0.13% | -3.34% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | -1.31% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.89% | — | +3.19% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.15% | -6.15% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.85% | +0.11% | +16.94% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.14% | +0.86% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.79% | — | -17.43% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.76% | — | -8.66% | |
| 35 | WM | Waste Management INC | 股票-工业 | 0.74% | — | +1.77% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.71% | — | +0.10% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.68% | — | -1.12% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.65% | -0.15% | +4.81% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | — | -1.13% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | -0.09% | -0.09% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | -0.09% | — | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.56% | — | -0.13% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +4.45% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | -11.29% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | +0.08% | -7.89% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.54% | -0.10% | +2.21% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -1.86% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | — | +6.30% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | +0.17% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.48% | — | -1.42% |