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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.90% | -1.66% | -1.81% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.61% | +0.30% | +6.15% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.45% | — | -0.54% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.23% | -0.08% | -0.34% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.95% | — | -19.43% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.35% | -0.76% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | -0.11% | +0.95% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.45% | +0.63% | +0.35% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | +0.51% | +2.30% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | +0.08% | -0.45% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | — | -0.26% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.05% | — | -0.19% | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 1.91% | -0.45% | -1.56% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.08% | -1.07% | |
| 15 | SUB | Ishares Short-term National | ETF-其他 | 1.61% | — | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.60% | -0.05% | -0.06% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.44% | -0.12% | -0.40% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.42% | -0.02% | -2.77% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.42% | -0.03% | +1.19% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.39% | -0.03% | -2.21% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.32% | -0.30% | -3.71% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.32% | -0.20% | -1.28% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.30% | — | +3.36% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.29% | -0.08% | -0.51% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.24% | -0.01% | +6.33% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | -0.23% | -0.07% | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 1.18% | -0.30% | -0.43% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.11% | -1.18% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 1.12% | +0.20% | -0.28% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.12% | — | +305.53% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 1.03% | -0.12% | -4.21% | |
| 32 | PAYX | Paychex INC | 股票-科技 | 0.99% | — | -0.28% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.94% | -0.16% | +5.67% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.05% | -0.74% | |
| 35 | VFH | Vanguard Financials ETF | ETF-其他 | 0.92% | -0.04% | -1.49% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.92% | -0.10% | +3.16% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.91% | — | +4.40% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.83% | — | +0.10% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | -0.06% | — | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.74% | -0.19% | +0.27% | |
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.73% | -0.05% | -0.45% | |
| 42 | WDAY | Workday Inc-class A | 股票-科技 | 0.72% | — | +0.50% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.69% | — | +0.96% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.04% | — | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.67% | — | +20.21% | |
| 46 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.65% | — | — | |
| 47 | DE | Deere & Co | 股票-工业 | 0.64% | — | — | |
| 48 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.61% | — | +1.46% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +0.02% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.58% | — | +1.62% |