CIK: 0001674581
申报总市值
US$10.2亿
仅显示前 200 大持股（共 789 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 25.48% | +6.10% | NEW | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 16.67% | +6.95% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 15.43% | +0.11% | NEW | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 14.48% | +10.64% | NEW | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.04% | +0.43% | NEW | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.66% | +12.58% | NEW | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.27% | +1.53% | NEW | |
| 8 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.96% | — | — | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.87% | NEW | |
| 10 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.81% | +0.24% | NEW | |
| 11 | PACWUSD | Pacwest Bancorp | 股票-其他 | 0.80% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.14% | NEW | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | +0.84% | NEW | |
| 14 | INTC | Intel CORP | 股票-科技 | 0.46% | — | -2.37% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -0.15% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | -5.71% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | +0.91% | |
| 18 | BA | Boeing Co/the | 股票-工业 | 0.24% | — | +0.07% | |
| 19 | FLIR | Flir Systems INC | 股票-其他 | 0.24% | — | — | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.23% | +0.18% | NEW | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | +0.11% | NEW | |
| 22 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.22% | — | — | |
| 23 | MO | Altria Group INC | 股票-非周期性消费 | 0.22% | — | +0.22% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.21% | — | +0.59% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.20% | — | -2.17% | |
| 26 | USB | US Bancorp | 股票-金融 | 0.20% | +0.11% | NEW | |
| 27 | AEP | American Electric Power | 股票-公用事业 | 0.20% | — | -1.86% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.19% | — | +7.60% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.18% | — | -0.97% | |
| 30 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.18% | — | +1.23% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.18% | — | -0.32% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.18% | +0.19% | NEW | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.17% | +0.12% | NEW | |
| 34 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.17% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.16% | +0.11% | NEW | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.15% | — | -0.74% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.15% | +0.10% | NEW | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.15% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | +0.13% | NEW | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.13% | — | +0.07% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.12% | +0.10% | NEW | |
| 42 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.12% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | +0.15% | NEW | |
| 44 | BBTUSD | Bb&t CORP | 股票-其他 | 0.12% | — | -0.21% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.12% | +0.12% | NEW | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.12% | — | -0.78% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.11% | — | +0.53% | |
| 48 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.11% | — | -1.11% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.11% | — | -2.69% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.11% | — | -10.31% |