CIK: 0001611848
申报总市值
US$16.5亿
仅显示前 200 大持股（共 225 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 | BND | Vanguard Total Bond Market | ETF-其他 | 4.28% | -0.23% | +13.94% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | +0.13% | +2.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.56% | +0.19% | +0.39% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.94% | +0.02% | +19.24% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.80% | +0.17% | +17.15% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | +0.27% | +37.37% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | -0.08% | +8.93% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.24% | +0.31% | +8.81% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | — | +0.40% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.80% | +0.06% | -1.64% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.79% | +0.30% | -1.81% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.64% | +0.27% | +17.02% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.41% | -0.43% | +190.83% | |
| 14 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.33% | — | -2.09% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | — | +8.64% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | +0.02% | +10.65% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.28% | +0.02% | -3.17% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | — | -3.85% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.19% | +0.15% | +0.21% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 1.18% | +0.07% | -5.24% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.15% | +0.06% | +92.45% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.14% | +0.08% | -21.00% | |
| 23 | STLD | Steel Dynamics INC | 股票-原材料 | 1.13% | — | +4.25% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.13% | — | +7.46% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.13% | +0.02% | +9.05% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 1.11% | — | +4.41% | |
| 27 | BLKCHF | Blackrock INC | 股票-其他 | 1.09% | — | +2.86% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.01% | — | +9.84% | |
| 29 | FAST | Fastenal Co | 股票-工业 | 1.00% | — | +10.11% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.99% | — | +7.95% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 0.97% | — | +6.21% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.95% | — | +14.96% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | +14.04% | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.91% | +0.39% | +13.02% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.90% | — | +6.75% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.89% | — | +11.54% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | +2.62% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.87% | +0.13% | +12.64% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.85% | -0.39% | +15.08% | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.84% | — | +8.86% | |
| 41 | PLD | Prologis INC | 股票-房地产 | 0.83% | — | +12.18% | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.83% | -0.55% | +20.72% | |
| 43 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.79% | — | +10.08% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.77% | — | +15.05% | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.77% | — | +10.93% | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.76% | — | +40.40% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.72% | — | +5.65% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.72% | — | +29.79% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.72% | +0.39% | NEW | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | — |