CIK: 0001757706
申报总市值
US$4.1亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.73% | — | +0.80% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.63% | -0.14% | +4.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.59% | -0.40% | +7.50% | |
| 4 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 10.03% | — | -2.73% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.85% | +0.12% | +0.94% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.96% | +0.18% | -0.61% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.22% | — | +5.88% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.97% | +0.12% | +0.45% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.83% | -0.01% | +1.09% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.34% | — | +2.03% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.18% | +0.03% | -1.61% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.83% | +0.01% | +0.32% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.77% | — | -0.63% | |
| 14 | CCOR | Core Alternative ETF | ETF-其他 | 1.76% | — | -13.20% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.74% | — | +0.71% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.68% | — | +242.81% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | — | +0.72% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +0.03% | +1.80% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | -0.03% | -0.53% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.15% | +0.22% | +12.01% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.03% | — | +616.87% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | +0.10% | -1.72% | |
| 23 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.66% | — | -13.17% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.41% | +6.02% | |
| 25 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.62% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | +24.03% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.46% | — | +2.07% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | +0.41% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.44% | — | +3.47% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.40% | +0.07% | +4.18% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | -2.69% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.37% | — | — | |
| 33 | BX | Blackstone INC | 股票-金融 | 0.36% | — | +0.78% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | +0.58% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | — | +2.20% | |
| 36 | AIG | American International Group | 股票-金融 | 0.26% | — | +0.58% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.26% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | — | -1.24% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.23% | — | -2.28% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.20% | — | +2.41% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.19% | -0.01% | +0.88% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.19% | — | +6.75% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.18% | — | -1.25% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.17% | — | +10.08% | |
| 45 | WM | Waste Management INC | 股票-工业 | 0.17% | — | -5.73% | |
| 46 | FPAYQ | Flexshopper INC | 股票-其他 | 0.16% | — | — | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.16% | — | +0.06% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.15% | — | -8.42% | |
| 49 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.15% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | — | -15.58% |