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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 14.58% | — | +15.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.59% | — | -5.67% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.23% | — | +2.58% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 6.48% | — | +25.18% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 6.27% | — | +57.12% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.74% | — | -3.20% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.40% | — | -3.22% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | — | -0.06% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.93% | — | -7.84% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.79% | — | +2.37% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.77% | — | -3.42% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | — | -7.45% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.60% | — | -2.07% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.47% | — | +0.50% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | — | +9.68% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.30% | — | -1.04% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.19% | — | +1.41% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.12% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | — | +31.87% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | — | -8.90% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.90% | — | +10.93% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.85% | — | +1.13% | |
| 23 | PYPL | Paypal Holdings INC | 股票-金融 | 0.82% | — | +1.28% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 0.77% | — | +15.37% | |
| 25 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.76% | — | +4.88% | |
| 26 | AMGN | Amgen INC | 股票-医疗保健 | 0.64% | — | -13.31% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | — | +4.45% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | — | -13.55% | |
| 29 | TMFC | Motley Fool 100 Index ETF | ETF-大型股与成长 | 0.59% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | — | -0.14% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +5.06% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.55% | — | -13.17% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | -2.78% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.50% | — | +8.15% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | — | — | |
| 36 | FSLY | Fastly INC - Class A | 股票-科技 | 0.49% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | +1.34% | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.47% | — | -9.09% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | — | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | -25.94% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | -1.02% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | -18.46% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.45% | — | -12.85% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.43% | — | +3.59% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | +27.17% | |
| 46 | ROKU | Roku INC | 股票-通信服务 | 0.40% | — | — | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | — | — | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.39% | — | — | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.38% | — | +28.78% | |
| 50 | ENB | Enbridge INC | 股票-能源 | 0.36% | — | +8.27% |