CIK: 0001858782
申报总市值
US$7.2亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 8.23% | -0.24% | -3.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.08% | -0.30% | +2.69% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.22% | +1.50% | -2.41% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.33% | -0.02% | +7.34% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.22% | -0.16% | +7.73% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.86% | — | +5.31% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.93% | -0.21% | +42.24% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.19% | — | -2.36% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.06% | — | +3.36% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.92% | +0.06% | +2.30% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.83% | — | +3.47% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.78% | -0.08% | -0.51% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.02% | +0.39% | |
| 14 | EWU | Ishares Msci United Kingdom | ETF-其他 | 1.43% | — | -3.25% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.10% | +0.46% | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 1.36% | — | +6.42% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.40% | +23.58% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | — | +9.74% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.19% | +0.04% | -4.06% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.18% | — | -39.01% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.16% | -0.08% | +0.12% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.12% | — | +9.10% | |
| 23 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.09% | — | -0.02% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.05% | — | +2.36% | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.03% | — | +8.87% | |
| 26 | PYPL | Paypal Holdings INC | 股票-金融 | 1.03% | — | +398.39% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | — | -5.19% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | -0.19% | +24.49% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.91% | +0.42% | +138.78% | |
| 30 | SNN | Smith & Nephew PLC -spon Adr | 股票-其他 | 0.87% | — | +20.61% | |
| 31 | MMM | 3m Co | 股票-工业 | 0.86% | — | +9.81% | |
| 32 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.86% | — | -1.26% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.81% | — | — | |
| 34 | BAX | Baxter International INC | 股票-医疗保健 | 0.78% | — | +19.63% | |
| 35 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.75% | — | -50.73% | |
| 36 | DOCU | Docusign INC | 股票-科技 | 0.73% | — | -47.89% | |
| 37 | HP5A | Equity Commonwealth | 股票-其他 | 0.68% | — | +5.17% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.67% | — | +2.75% | |
| 39 | SE | Sea Ltd-adr | 股票-通信服务 | 0.63% | — | — | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.62% | +0.29% | NEW | |
| 41 | SF9 | Sanderson Farms INC | 股票-其他 | 0.59% | — | -1.70% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | -5.52% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.55% | +0.05% | — | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.54% | — | — | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +32.43% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.53% | — | +2.46% | |
| 47 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.52% | — | — | |
| 48 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.52% | — | +29.23% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | — | +3.14% | |
| 50 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.48% | — | -26.30% |