CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 309 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 22.36% | -1.32% | — | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 8.83% | -0.16% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.86% | +0.20% | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.57% | -0.04% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.67% | — | — | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.63% | +0.15% | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.64% | +0.35% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.62% | +0.37% | — | |
| 9 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 2.15% | -0.13% | — | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.66% | -0.10% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | +0.09% | — | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.65% | +0.08% | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.59% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | — | — | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.43% | +0.17% | — | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.33% | +0.09% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | +0.05% | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.19% | — | — | |
| 19 | HON | Honeywell International INC | 股票-工业 | 1.19% | -0.52% | EXIT | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.16% | -0.27% | — | |
| 21 | C | Citigroup INC | 股票-金融 | 1.12% | -0.37% | — | |
| 22 | FDX | Fedex CORP | 股票-工业 | 1.05% | -0.33% | — | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.02% | -0.16% | — | |
| 24 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.01% | — | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.99% | — | — | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.86% | -0.46% | — | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.84% | -0.21% | — | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.81% | +0.02% | — | |
| 29 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.71% | — | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.23% | — | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.67% | -0.13% | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | — | — | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.65% | — | — | |
| 35 | ADSK | Autodesk INC | 股票-科技 | 0.65% | -0.09% | — | |
| 36 | FTNT | Fortinet INC | 股票-科技 | 0.63% | — | — | |
| 37 | ALB | Albemarle CORP | 股票-原材料 | 0.59% | — | — | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.58% | — | — | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.58% | — | — | |
| 40 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.56% | — | — | |
| 41 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.55% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.16% | — | |
| 43 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.50% | — | — | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.50% | -0.08% | — | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.47% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | — | — | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.41% | — | — | |
| 48 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.35% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.14% | — | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.26% | — | — |