CIK: 0001631738
申报总市值
US$3.7亿
仅显示前 200 大持股（共 266 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 9.28% | +0.30% | +8.00% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.36% | — | +1.15% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.08% | +0.51% | +3.64% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.84% | -0.11% | -0.21% | |
| 5 | PYPL | Paypal Holdings INC | 股票-金融 | 2.41% | — | -4.27% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.34% | -0.08% | +1.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | +0.63% | -0.46% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.31% | -0.01% | +4.54% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | — | +0.28% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.35% | +5.89% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.16% | — | -6.49% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.01% | -1.66% | +29.51% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.37% | +2.72% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.48% | -0.02% | — | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | +0.08% | +1.43% | |
| 16 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 1.38% | — | -72.22% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.32% | -0.03% | +23.48% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.30% | -0.08% | +0.86% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.30% | — | +30.31% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | +0.08% | +0.01% | |
| 21 | VFH | Vanguard Financials ETF | ETF-其他 | 1.22% | -0.04% | +1.30% | |
| 22 | AMGN | Amgen INC | 股票-医疗保健 | 1.21% | -0.30% | +2.42% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.18% | +0.20% | +4.25% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.17% | — | +3.38% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | -0.23% | +2.98% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.15% | -0.30% | +0.37% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.14% | -0.03% | +2.99% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | -0.12% | +4.75% | |
| 29 | WDAY | Workday Inc-class A | 股票-科技 | 1.03% | — | +0.16% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.99% | — | +0.42% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.99% | — | +12.29% | |
| 32 | PANW | Palo Alto Networks INC | 股票-科技 | 0.98% | -0.45% | -0.54% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.97% | -0.05% | -0.17% | |
| 34 | TFC | Truist Financial CORP | 股票-金融 | 0.96% | — | -6.19% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.95% | -0.16% | +8.88% | |
| 36 | AMWL | American Well Corporation | 股票-其他 | 0.93% | — | — | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.92% | -0.05% | +0.34% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.90% | — | +0.17% | |
| 39 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.89% | — | +3.51% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.85% | -0.11% | +5.32% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | -0.20% | +4.79% | |
| 42 | PAYX | Paychex INC | 股票-科技 | 0.82% | — | +0.76% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.79% | -0.19% | +0.70% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -10.26% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.77% | -0.10% | +5.21% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.74% | — | -0.44% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.74% | — | +4.93% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.71% | — | +5.92% | |
| 49 | XLB | Ss Materials Select Sector | ETF-其他 | 0.70% | -0.05% | +0.79% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.04% | -0.08% |