CIK: 0001610769
申报总市值
US$41.2亿
仅显示前 200 大持股（共 407 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.09% | +0.61% | +1.63% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.10% | -0.67% | EXIT | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.42% | +0.10% | +0.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -3.07% | EXIT | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.63% | — | +0.26% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.49% | +0.13% | -1.31% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.99% | — | +0.12% | |
| 8 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 1.52% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.46% | — | -0.21% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.41% | — | +6.50% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.37% | -0.39% | EXIT | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.33% | — | +0.20% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.20% | +0.01% | -1.80% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | -3.74% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.00% | — | +0.01% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.90% | — | -0.06% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.87% | -0.01% | +36.21% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | -1.65% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | -3.67% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.75% | — | +921.98% | |
| 21 | USB | US Bancorp | 股票-金融 | 0.75% | — | +0.29% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.72% | — | +0.57% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.72% | — | -3.88% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.70% | — | -11.39% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.11% | -2.13% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | -4.96% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.06% | -0.46% | |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.60% | — | +2.97% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -2.59% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | — | +2.97% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | +2.90% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.22% | +6.38% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +2.25% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | -0.09% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | — | +0.06% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.04% | -3.48% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | -1.06% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | — | -5.73% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.45% | — | +1.62% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | -0.05% | -4.13% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.27% | -8.84% | |
| 42 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.43% | — | -1.11% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | -1.00% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | — | +19.11% | |
| 45 | BP | Bp Plc-spons Adr | 股票-能源 | 0.40% | — | -0.87% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.39% | — | -1.19% | |
| 47 | TXN | Texas Instruments INC | 股票-科技 | 0.38% | — | -2.93% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.15% | +10.65% | |
| 49 | FDX | Fedex CORP | 股票-工业 | 0.37% | — | -1.32% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.37% | — | -1.27% |