CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 270 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 | 18.23% | -1.32% | -0.45% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 11.27% | -0.16% | +8.88% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.20% | +0.20% | +4.71% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.78% | +0.35% | +28.01% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.70% | +0.22% | +2.51% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.68% | -0.10% | -42.28% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.66% | -0.04% | +2.76% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.34% | — | +3.13% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.50% | +0.15% | -1.83% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.19% | +0.37% | +0.10% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.09% | -0.47% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | +0.08% | -1.42% | |
| 13 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.56% | -0.13% | -0.63% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | +0.05% | +0.25% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.53% | — | -3.29% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.52% | +0.17% | -1.45% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | — | -1.90% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.11% | +0.09% | -3.60% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.06% | -0.22% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.03% | — | +1.99% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | +0.07% | -0.05% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | — | -0.04% | |
| 23 | C | Citigroup INC | 股票-金融 | 0.91% | -0.37% | -4.08% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.90% | +0.02% | -0.02% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | -0.23% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | -0.21% | -3.07% | |
| 27 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股与成长 | 0.88% | +0.14% | +5.55% | |
| 28 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.76% | — | -6.48% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | -0.27% | -0.74% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.68% | -0.11% | -0.53% | |
| 31 | UBER | Uber Technologies INC | 股票-工业 | 0.65% | — | -0.04% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.62% | -0.16% | -3.74% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.61% | -0.08% | +6.25% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | — | -0.77% | |
| 35 | FDX | Fedex CORP | 股票-工业 | 0.59% | -0.33% | -0.63% | |
| 36 | FTNT | Fortinet INC | 股票-科技 | 0.58% | — | -4.82% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.23% | -2.13% | |
| 38 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.48% | — | -4.19% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.16% | -1.10% | |
| 40 | ADSK | Autodesk INC | 股票-科技 | 0.46% | -0.09% | -1.05% | |
| 41 | HON | Honeywell International INC | 股票-工业 | 0.46% | -0.52% | EXIT | |
| 42 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.44% | — | +7.52% | |
| 43 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-其他 | 0.42% | +0.05% | -4.86% | |
| 44 | WM | Waste Management INC | 股票-工业 | 0.40% | — | +7.00% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.40% | -0.13% | -0.07% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.39% | -0.46% | -1.52% | |
| 47 | COP | Conocophillips | 股票-能源 | 0.39% | -0.14% | — | |
| 48 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.37% | +0.04% | +13.39% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.35% | — | +5.07% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | — | -1.50% |