CIK: 0001801573
申报总市值
US$2.0亿
| # | 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 26.70% | -0.72% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 19.02% | -0.55% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 15.10% | -1.94% | — | |
| 4 | STX | Seagate Technology Holdings plc | 股票-科技 | 9.12% | — | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.87% | -0.08% | — | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.98% | -0.40% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.20% | -0.26% | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | +0.16% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.16% | — | |
| 10 | APLSUSD | Apellis Pharmaceuticals INC | 股票-其他 | 1.69% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.21% | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.86% | -0.12% | — | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.81% | -0.04% | — | |
| 14 | FHI | Federated Hermes INC | 股票-金融 | 0.80% | — | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | -0.05% | — | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.69% | -0.01% | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.65% | — | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.63% | — | — | |
| 19 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.61% | — | — | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.61% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | +0.02% | — | |
| 22 | PPL | Ppl CORP | 股票-公用事业 | 0.51% | +0.01% | — | |
| 23 | DUSA | Davis Select US Equity ETF | ETF-其他 | 0.49% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | -0.13% | — | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | +0.02% | — | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.38% | — | — | |
| 27 | COP | Conocophillips | 股票-能源 | 0.36% | +0.04% | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.35% | — | — | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | -0.05% | — | |
| 30 | MMM | 3m Co | 股票-工业 | 0.34% | — | — | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.33% | — | — | |
| 32 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.30% | -0.02% | — | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | — | — | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.29% | -0.03% | — | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.26% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | -0.11% | EXIT | |
| 37 | T | At&t INC | 股票-通信服务 | 0.24% | — | — | |
| 38 | SIVBEUR | Svb Financial Group | 股票-其他 | 0.23% | — | — | |
| 39 | PAYX | Paychex INC | 股票-科技 | 0.22% | -0.04% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.22% | — | — | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.21% | — | — | |
| 42 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.21% | — | — |