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 | 13.00% | — | -0.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.85% | -0.40% | +9.74% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.76% | -0.14% | +1.38% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.93% | +0.12% | -1.59% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.20% | +0.18% | -0.33% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 4.24% | -0.56% | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.01% | — | -2.16% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.07% | +0.12% | +0.18% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.85% | -0.01% | -1.70% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.53% | — | +44.02% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.39% | — | -1.93% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.29% | +0.03% | +2.79% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.02% | -0.10% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.91% | +0.01% | +2.52% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.76% | — | -0.74% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | — | +0.83% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.67% | — | -4.61% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.03% | -4.30% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | +0.03% | -2.72% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.21% | +0.22% | +1.96% | |
| 21 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.76% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +0.10% | -1.55% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.41% | +3.33% | |
| 24 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.64% | — | -6.50% | |
| 25 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.60% | — | -5.87% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.60% | — | -40.44% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | +0.56% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | -1.78% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.47% | — | +2.41% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | +0.07% | +6.08% | |
| 31 | BX | Blackstone INC | 股票-金融 | 0.41% | — | +0.83% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | +0.17% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.37% | — | +1.00% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | -4.66% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | -4.92% | |
| 36 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 0.31% | — | -96.84% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | — | -1.30% | |
| 38 | AIG | American International Group | 股票-金融 | 0.27% | — | +0.53% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.26% | — | +1.98% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.25% | — | +33.15% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.25% | — | +0.93% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.23% | +0.05% | +61.62% | |
| 43 | WSO | Watsco INC | 股票-工业 | 0.23% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | — | +3.64% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.21% | — | +1.36% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.20% | — | +2.70% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | -0.01% | +0.68% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.19% | +0.03% | +17.65% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.19% | — | +11.33% | |
| 50 | WM | Waste Management INC | 股票-工业 | 0.18% | — | +0.34% |