CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 265 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 | 21.23% | -1.32% | -2.19% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 9.52% | -0.16% | +1.64% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.50% | -0.10% | +3.85% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.54% | +0.20% | +2.87% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.11% | -0.04% | -6.51% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.18% | +0.15% | -0.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.13% | — | +0.31% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.10% | +0.35% | +6.31% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.67% | +0.22% | +1668.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.24% | +0.37% | +1.79% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.65% | — | +10.46% | |
| 12 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.61% | -0.13% | +3.86% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.58% | — | -2.09% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | +0.09% | +0.71% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | +0.08% | +0.45% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.44% | +0.17% | +0.12% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | — | -15.77% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | +0.05% | +1.57% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.01% | +0.09% | -1.31% | |
| 20 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.00% | — | +0.35% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | -0.27% | +1.97% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | +0.07% | +4820.80% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 0.93% | -0.52% | EXIT | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.91% | -0.21% | -5.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +282.92% | |
| 26 | FDX | Fedex CORP | 股票-工业 | 0.87% | -0.33% | -2.66% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.84% | +0.02% | +2.27% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.81% | -0.11% | +2092.87% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.81% | -0.16% | +5.46% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.76% | — | -0.45% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | — | +8.37% | |
| 32 | FTNT | Fortinet INC | 股票-科技 | 0.71% | — | +0.78% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | -0.13% | -4.89% | |
| 34 | C | Citigroup INC | 股票-金融 | 0.68% | -0.37% | -27.27% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.23% | -3.75% | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.64% | — | +1.31% | |
| 37 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.62% | — | +3.57% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.57% | -0.46% | -30.34% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | +0.06% | +20.13% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.54% | -0.08% | -3.09% | |
| 41 | ADSK | Autodesk INC | 股票-科技 | 0.47% | -0.09% | -4.08% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.16% | — | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.46% | — | -3.09% | |
| 44 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.44% | — | +1.06% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | — | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.36% | — | +1.45% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.27% | -0.14% | -1.47% | |
| 48 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.27% | — | -9.15% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.23% | — | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.22% | — | — |