CIK: 0001610769
申报总市值
US$41.2亿
仅显示前 200 大持股（共 659 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 | 12.09% | +0.61% | -3.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.73% | +0.10% | -1.33% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.92% | +0.13% | +2.52% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | -3.07% | EXIT | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.98% | — | -1.96% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.17% | — | -1.74% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.15% | — | +0.01% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.98% | — | -3.08% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.89% | — | -1.47% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.78% | -0.01% | -1.76% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | +0.01% | +6.51% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -0.79% | EXIT | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.35% | +0.01% | -1.17% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.27% | -4.57% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.09% | — | -0.59% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | -0.67% | EXIT | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.11% | +3.93% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | +2.29% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.75% | -0.39% | EXIT | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.04% | +3.36% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.05% | -26.93% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | — | -3.45% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.67% | — | -1.80% | |
| 24 | PWR | Quanta Services INC | 股票-工业 | 0.60% | -0.37% | EXIT | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | — | -7.54% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +2.40% | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | -0.91% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.53% | — | +0.00% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.06% | -6.96% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | — | +4.17% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | -0.58% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | -1.12% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +3.82% | |
| 34 | SOFI | Sofi Technologies INC | 股票-金融 | 0.48% | — | -17.90% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.04% | +0.31% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.47% | -0.19% | EXIT | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.45% | — | -0.29% | |
| 38 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.44% | — | -41.88% | |
| 39 | GE | General Electric | 股票-工业 | 0.43% | — | +0.70% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | +1.00% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.41% | +0.02% | +1.12% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +15.52% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | +0.16% | |
| 44 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.39% | — | — | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.38% | — | +1.41% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.35% | -0.06% | +6.48% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | -8.84% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.34% | — | +2.50% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.22% | -6.13% | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.33% | -0.07% | -10.16% |