CIK: 0001729515
申报总市值
US$4.5亿
仅显示前 200 大持股（共 231 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 | 5.28% | -0.43% | -0.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -0.90% | +0.95% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.31% | -0.32% | +0.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.83% | — | +25.74% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.46% | +0.44% | +8.45% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.14% | +0.46% | +3.71% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.85% | +0.16% | +0.93% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.22% | -0.19% | +0.16% | |
| 9 | CAT | Caterpillar INC | 股票-工业 | 2.03% | +0.49% | +0.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.88% | -0.21% | -0.22% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.85% | +0.34% | +6.17% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.70% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.66% | -0.15% | -2.67% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.53% | +0.22% | +8.90% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.45% | — | +1.10% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.37% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.11% | +1.87% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.31% | +0.15% | +0.13% | |
| 19 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 1.23% | +0.11% | -0.32% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.36% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.18% | +0.06% | +0.74% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | +0.20% | -0.55% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.12% | — | -0.20% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | — | +0.53% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.08% | — | -0.39% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | -0.15% | +1.38% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.86% | -0.15% | -0.67% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.84% | — | +3.29% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.13% | +5.72% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.82% | +0.11% | +6.04% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | -0.20% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.14% | +5.86% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.15% | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.70% | — | +1.46% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.70% | — | +0.07% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | -3.11% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | -5.18% | |
| 38 | WM | Waste Management INC | 股票-工业 | 0.65% | — | +1.01% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | — | +0.96% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.57% | -0.10% | -1.69% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.55% | -0.09% | -0.01% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | +2.70% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | +7.27% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | -0.09% | -0.01% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | +2.56% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | +0.08% | -0.57% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | — | |
| 48 | GE | General Electric | 股票-工业 | 0.50% | -0.07% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | — | — | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.50% | — | — |