CIK: 0001911702
申报总市值
US$5.1亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 40.08% | +0.53% | -4.14% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 20.60% | — | +0.37% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 8.66% | — | +1.70% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-其他 | 6.00% | — | +1.49% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.95% | -0.07% | +6.07% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 2.15% | — | +1.50% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 1.80% | -0.13% | — | |
| 8 | DFAI | Dimensional International Co | ETF-其他 | 1.79% | — | +3.19% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | -6.47% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.04% | — | |
| 11 | TGT | Target CORP | 股票-周期性消费 | 0.95% | — | +0.03% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | -0.25% | — | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | — | -24.32% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.04% | — | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.71% | — | +0.15% | |
| 17 | EXPO | Exponent INC | 股票-工业 | 0.67% | — | — | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | +0.30% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | -0.06% | EXIT | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | — | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.48% | +0.04% | NEW | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.02% | — | |
| 23 | BKR | Baker Hughes Co | 股票-能源 | 0.44% | — | — | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.36% | — | — | |
| 25 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 0.34% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | — | -3.97% | |
| 27 | TD | Toronto-dominion Bank | 股票-金融 | 0.32% | — | — | |
| 28 | AMAT | Applied Materials INC | 股票-科技 | 0.30% | +0.02% | +0.24% | |
| 29 | F | Ford Motor Co | 股票-周期性消费 | 0.29% | — | +0.64% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.29% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.29% | +0.06% | NEW | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.29% | — | +0.33% | |
| 33 | IP | International Paper Co | 股票-周期性消费 | 0.28% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | +0.09% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.27% | — | +0.54% | |
| 36 | PCG | P G & E CORP | 股票-公用事业 | 0.22% | — | — |