CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 268 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 | 20.76% | -1.32% | -2.14% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 10.47% | -0.16% | +8.59% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.92% | -0.10% | +1.54% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.61% | +0.20% | +2.06% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.92% | -0.04% | +4.93% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.34% | +0.35% | +11.36% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.14% | — | +3.78% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.12% | +0.22% | +21.83% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.73% | +0.15% | -8.54% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.04% | +0.37% | +3.10% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.50% | +0.08% | -2.30% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.48% | — | -0.66% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.42% | +0.17% | +5.06% | |
| 14 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.39% | -0.13% | +0.82% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | +0.09% | +0.36% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.28% | — | -31.12% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | — | -4.00% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | +0.09% | -2.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +2.35% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | +0.05% | -0.03% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | +0.07% | — | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | -0.21% | -6.52% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.87% | -0.27% | -3.20% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.86% | +0.02% | +3.59% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | -0.11% | +6.85% | |
| 26 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.79% | — | +26.50% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | — | +5.52% | |
| 28 | FTNT | Fortinet INC | 股票-科技 | 0.77% | — | -5.21% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.77% | -0.16% | -2.01% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | -0.94% | |
| 31 | C | Citigroup INC | 股票-金融 | 0.72% | -0.37% | -4.83% | |
| 32 | FDX | Fedex CORP | 股票-工业 | 0.71% | -0.33% | -0.89% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.69% | -0.52% | EXIT | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.23% | +0.60% | |
| 35 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股与成长 | 0.59% | +0.14% | — | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.58% | -0.46% | -4.35% | |
| 37 | UBER | Uber Technologies INC | 股票-工业 | 0.53% | — | +9.60% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.06% | +0.18% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.48% | -0.08% | -11.27% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.16% | -6.95% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.45% | -0.13% | -0.55% | |
| 42 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.45% | — | +69.84% | |
| 43 | ADSK | Autodesk INC | 股票-科技 | 0.43% | -0.09% | -1.46% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | -1.70% | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.36% | — | -60.11% | |
| 46 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.35% | — | +5.84% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.33% | — | -26.29% | |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-其他 | 0.31% | +0.05% | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.29% | -0.14% | -3.90% | |
| 50 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.26% | +0.04% | +227.59% |