CIK: 0001610769
申报总市值
US$41.2亿
仅显示前 200 大持股（共 569 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 | 12.61% | +0.61% | +6.70% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.73% | +0.10% | +4.40% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.96% | +0.13% | -5.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -3.07% | EXIT | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.61% | — | +6.18% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.48% | -0.01% | +1.76% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.30% | — | +13.33% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.24% | — | +21.63% | |
| 9 | ✓ | Logistics Innovtn Technlgs C | 股票-其他 | 2.13% | — | -0.23% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.13% | — | -0.43% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.07% | — | -0.42% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.03% | -0.79% | EXIT | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.00% | -0.67% | EXIT | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | +0.01% | +9.01% | |
| 15 | S | Sentinelone INC -class A | 股票-科技 | 1.24% | -0.04% | -1.24% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | +0.01% | +1907.79% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.06% | — | +5.94% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +0.11% | +1889.41% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.05% | +1.90% | |
| 20 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.84% | — | -0.00% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +10.37% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | +4.00% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.73% | — | +235.71% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | +23.22% | |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.66% | — | -0.15% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.04% | +0.29% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | — | +0.69% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.61% | — | +0.33% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | -0.19% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | +1.27% | |
| 31 | WAT | Waters CORP | 股票-医疗保健 | 0.58% | — | -0.21% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.57% | — | -0.62% | |
| 33 | PWR | Quanta Services INC | 股票-工业 | 0.56% | -0.37% | EXIT | |
| 34 | SOFI | Sofi Technologies INC | 股票-金融 | 0.52% | — | -0.46% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.27% | +8.00% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | +4.65% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | +2.27% | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.47% | -0.19% | EXIT | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.06% | -0.74% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | +1.53% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | +0.09% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.37% | — | +3.60% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.36% | -0.04% | -0.64% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.35% | — | +2.50% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.22% | -0.76% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | +3.06% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.31% | — | +5.52% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | -13.43% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | -1.42% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.29% | -0.14% | -3.75% |