CIK: 0001704677
申报总市值
US$3.3亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.39% | — | +103.06% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 10.24% | — | +107.87% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.85% | — | +112.73% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.66% | — | +890.18% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 3.58% | — | +108.09% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.38% | — | +116.59% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | — | +98.72% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.26% | — | +100.00% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.21% | — | +97.08% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.17% | — | -3.30% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.95% | — | +98.06% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.68% | — | +2.23% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.68% | — | +100.00% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | — | +0.12% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.34% | — | +100.00% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.30% | — | -13.50% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | — | -7.43% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.28% | — | +95.51% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.23% | — | +98.71% | |
| 20 | UTXZ | United Tech CORP | 股票-其他 | 1.23% | — | +75.58% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.16% | — | -3.65% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.12% | — | +42.41% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.06% | — | +102.37% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | — | +2.48% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.97% | — | +112.68% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | — | +115.51% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.84% | — | +100.00% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | — | +1.74% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.81% | — | +100.00% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.78% | — | +115.84% | |
| 31 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.78% | — | +101.96% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.76% | — | +100.27% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | — | -5.41% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +0.09% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.64% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | — | +100.00% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +93.83% | |
| 38 | UL | Unilever PLC | 股票-非周期性消费 | 0.57% | — | +100.00% | |
| 39 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.55% | — | +75.81% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | — | |
| 41 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.54% | — | -1.93% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | +12.23% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.52% | — | -0.25% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | +101.82% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.51% | — | +2.67% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.50% | — | — | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | -1.61% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.47% | — | +95.38% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.46% | — | +97.43% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.45% | — | — |