CIK: 0001648711
申报总市值
US$640.1亿
仅显示前 200 大持股（共 1705 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 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.92% | -0.28% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.04% | -0.21% | -0.56% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | -0.23% | +1.56% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.01% | -0.24% | +1.56% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | — | +1.29% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.84% | +0.19% | +2.53% | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 1.78% | — | +1.42% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.72% | -0.13% | -0.40% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | +0.32% | -0.18% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.50% | +0.09% | +0.61% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.33% | -0.10% | +2.38% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.15% | +0.06% | +1.51% | |
| 13 | FAST | Fastenal Co | 股票-工业 | 1.03% | +0.18% | +3.29% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | -0.28% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 0.88% | +0.07% | +1.48% | |
| 16 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.87% | — | +1.82% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.86% | — | +1.22% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 0.85% | — | -1.75% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.83% | — | +2.37% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.82% | — | +2.78% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | +0.16% | +0.71% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.78% | +0.10% | +0.55% | |
| 23 | TEL | TE Connectivity plc | 股票-科技 | 0.73% | — | +2.50% | |
| 24 | PH | Parker Hannifin CORP | 股票-工业 | 0.71% | -0.10% | +3.19% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.70% | +0.11% | +0.21% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | -0.09% | -0.35% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | -0.13% | -8.45% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.17% | +3.63% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.67% | — | -1.02% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | -0.06% | +0.63% | |
| 31 | GE | General Electric | 股票-工业 | 0.66% | -0.17% | +4.65% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | +0.24% | +1.10% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | -2.50% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.08% | -0.57% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | -0.78% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.59% | — | +0.78% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | -0.15% | +3.39% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | +1.01% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.52% | +0.09% | +5.34% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.50% | — | +0.30% | |
| 41 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.50% | — | -3.31% | |
| 42 | OMC | Omnicom Group | 股票-通信服务 | 0.47% | — | +2.79% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | -0.11% | -0.97% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | -0.08% | +2.19% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +1.97% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | -0.07% | -0.62% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | — | +3.23% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -1.07% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.39% | +0.06% | -3.50% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.38% | — | +20.78% |