CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 279 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 | 22.31% | -1.32% | +12.10% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 9.54% | -0.16% | +20.61% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.84% | -0.10% | +263.59% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.57% | +0.20% | +0.51% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.45% | -0.04% | +12.74% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.41% | +0.15% | -3.73% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.09% | — | -15.09% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.71% | +0.35% | +11.68% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.27% | +0.37% | -6.13% | |
| 10 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.79% | -0.13% | -4.84% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | +0.09% | -4.43% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | +0.08% | -9.60% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.55% | — | +44.79% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | — | -8.96% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.39% | +0.17% | -3.99% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.28% | — | +0.37% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | +0.09% | -13.07% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | +0.05% | -5.91% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | — | -8.61% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | -0.27% | +1.53% | |
| 21 | C | Citigroup INC | 股票-金融 | 1.09% | -0.37% | -12.12% | |
| 22 | FDX | Fedex CORP | 股票-工业 | 1.07% | -0.33% | -1.08% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 1.03% | -0.52% | EXIT | |
| 24 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.01% | — | +2.33% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 0.92% | -0.16% | -12.20% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.91% | -0.46% | +10.71% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.83% | +0.02% | +7.80% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | -0.21% | +177.65% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.23% | -1.43% | |
| 30 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.67% | — | -1.04% | |
| 31 | FTNT | Fortinet INC | 股票-科技 | 0.67% | — | +0.58% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | -22.99% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | -0.13% | +4.02% | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.58% | — | +0.78% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.58% | — | +0.16% | |
| 36 | ALB | Albemarle CORP | 股票-原材料 | 0.56% | — | +15.48% | |
| 37 | ADSK | Autodesk INC | 股票-科技 | 0.52% | -0.09% | -16.53% | |
| 38 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.50% | — | -7.42% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.16% | -0.10% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.48% | — | -7.76% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.48% | — | -5.42% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.46% | — | +0.40% | |
| 43 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.43% | — | +4.99% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | -2.04% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.42% | -0.08% | -0.15% | |
| 46 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.32% | — | +2.80% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.32% | -0.14% | +0.30% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.24% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | — | -4.26% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.21% | -0.14% | +0.05% |