CIK: 0001611848
申报总市值
US$16.5亿
仅显示前 200 大持股（共 202 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 | 4.96% | -0.23% | +3.20% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.33% | +0.19% | +4.33% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | +0.13% | +4.70% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.63% | +0.02% | +6.25% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.27% | +2.32% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.84% | +0.17% | +1.73% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | -0.08% | +4.56% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.27% | +0.30% | +6.01% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.07% | +0.08% | +43.73% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.97% | +0.31% | -8.50% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.96% | +0.06% | +10.44% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.85% | +0.27% | +10.73% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.84% | -0.43% | +2.75% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | -0.65% | +1.34% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | — | +1.46% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.66% | — | +3.93% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.34% | +0.02% | +1.79% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.33% | +0.15% | +6.32% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | +0.02% | +0.21% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | — | +1.32% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 1.25% | — | +0.23% | |
| 22 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.25% | +0.39% | +21.95% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | +0.02% | +4.23% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.19% | +0.07% | -4.13% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.17% | — | +8.14% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | — | -2.75% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 1.06% | — | +5.22% | |
| 28 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.03% | — | +4.32% | |
| 29 | FISV | Fiserv INC | 股票-其他 | 1.02% | — | -0.77% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.95% | — | +3.66% | |
| 31 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.95% | — | -1.34% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | — | -1.03% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.02% | +129.67% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.91% | +0.13% | +0.83% | |
| 35 | STLD | Steel Dynamics INC | 股票-原材料 | 0.87% | — | +2.12% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.83% | — | +0.70% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工业 | 0.82% | — | +2.52% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | +0.20% | +13.69% | |
| 39 | TMUS | T-mobile US INC | 股票-通信服务 | 0.79% | — | -1.02% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | +5.03% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.74% | — | +4.38% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.71% | +0.39% | NEW | |
| 43 | XEL | Xcel Energy INC | 股票-公用事业 | 0.70% | — | +0.85% | |
| 44 | INTU | Intuit INC | 股票-科技 | 0.69% | -0.55% | -5.49% | |
| 45 | PLD | Prologis INC | 股票-房地产 | 0.68% | — | -0.90% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.66% | — | +1.32% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.66% | — | +1.43% | |
| 48 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.64% | — | -1.05% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | — | -0.75% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | +0.06% | -0.25% |