CIK: 0001610769
申报总市值
US$41.2亿
仅显示前 200 大持股（共 641 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 | 12.19% | +0.61% | +1.23% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.66% | +0.10% | +2.85% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.43% | +0.13% | +12.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | -3.07% | EXIT | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.97% | — | +2.13% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.30% | — | -5.17% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.23% | — | +2.15% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.99% | — | +1.74% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.90% | -0.01% | -15.62% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.87% | — | +1.09% | |
| 11 | ✓ | Logistics Innovtn Technlgs C | 股票-其他 | 1.68% | — | -2.32% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.54% | -0.79% | EXIT | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | +0.01% | +20.49% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | +0.01% | +16.83% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | -0.67% | EXIT | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.06% | — | +1.48% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.27% | -3.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | +0.11% | +7.89% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.79% | -0.39% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +7.62% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.05% | -25.72% | |
| 22 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.75% | — | -0.05% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | — | -37.27% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.04% | +3.49% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.69% | — | -2.83% | |
| 26 | S | Sentinelone INC -class A | 股票-科技 | 0.63% | -0.04% | -6.49% | |
| 27 | PWR | Quanta Services INC | 股票-工业 | 0.58% | -0.37% | EXIT | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | +29.19% | |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | — | -0.44% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | — | +9.11% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.51% | — | +0.01% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | +7.92% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | -0.91% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | +3.24% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.47% | -0.04% | +8.68% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.06% | -9.73% | |
| 38 | SOFI | Sofi Technologies INC | 股票-金融 | 0.45% | — | -7.20% | |
| 39 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.43% | -0.19% | EXIT | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +26.21% | |
| 41 | GE | General Electric | 股票-工业 | 0.40% | — | +42.08% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.22% | +15.69% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | — | -1.18% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.37% | — | +24.28% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.37% | — | +14.33% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.36% | — | +1.23% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +12.15% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | +6.64% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.32% | — | +65.72% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.32% | +0.02% | +12.27% |