CIK: 0002071468
申报总市值
US$2.1亿
仅显示前 200 大持股（共 291 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 | 17.13% | -1.32% | -2.46% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 12.17% | -0.16% | +8.27% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.16% | +0.20% | -1.33% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.68% | +0.35% | -2.13% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.68% | +0.22% | +1.65% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.56% | -0.04% | +4.26% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.43% | +0.53% | +585350.00% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.29% | -0.10% | -2.52% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.25% | +0.37% | +52.20% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.37% | +0.15% | -1.85% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.63% | — | -0.98% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | +0.05% | -13.49% | |
| 13 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股与成长 | 1.48% | +0.14% | +67.62% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | +0.08% | -2.22% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.31% | +0.17% | +2.70% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | +0.09% | -2.74% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | — | -3.44% | |
| 18 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.24% | -0.13% | -2.48% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.07% | — | +4.71% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.01% | -0.21% | -0.20% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | +0.06% | +0.65% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.92% | +0.02% | -2.08% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | — | +1.12% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | +0.07% | — | |
| 25 | C | Citigroup INC | 股票-金融 | 0.89% | -0.37% | -4.04% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | +0.09% | -0.55% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +8.57% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.84% | — | -72.45% | |
| 29 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.82% | — | +3.77% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.23% | -1.32% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | -0.27% | -4.50% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.67% | -0.11% | +4.84% | |
| 33 | FTNT | Fortinet INC | 股票-科技 | 0.64% | — | +10.13% | |
| 34 | FDX | Fedex CORP | 股票-工业 | 0.63% | -0.33% | -6.33% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.16% | -1.16% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.54% | -0.16% | +9.76% | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.52% | -0.52% | EXIT | |
| 38 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.51% | — | +3.48% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.51% | -0.14% | — | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.48% | -0.46% | +3.51% | |
| 41 | UBER | Uber Technologies INC | 股票-工业 | 0.47% | — | +1.00% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.47% | -0.13% | +2.47% | |
| 43 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-其他 | 0.46% | +0.05% | +6.06% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.45% | — | -0.01% | |
| 45 | WM | Waste Management INC | 股票-工业 | 0.44% | — | +5.63% | |
| 46 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.39% | +0.04% | -0.62% | |
| 47 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.38% | — | +5.28% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.35% | -0.08% | -0.12% | |
| 49 | ADSK | Autodesk INC | 股票-科技 | 0.34% | -0.09% | +3.63% | |
| 50 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.34% | — | -6.37% |