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 | 14.47% | — | -0.72% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.40% | — | +3.58% | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-其他 | 7.37% | — | +43.35% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.48% | — | +2.89% | |
| 5 | TMFC | Motley Fool 100 Index ETF | ETF-大型股与成长 | 4.18% | — | +32.94% | |
| 6 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股与成长 | 3.46% | — | -1.80% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.32% | — | +10.37% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | — | -4.38% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | — | -6.13% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.95% | — | +39.51% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.91% | — | -7.27% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.71% | — | -5.51% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | — | -2.24% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | -19.08% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | — | +290.23% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | — | -17.55% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | -2.31% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.02% | — | -0.58% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.99% | — | -0.85% | |
| 21 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.95% | — | +49.45% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.85% | — | +8.39% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -5.60% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.73% | — | -19.11% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 0.71% | — | -17.33% | |
| 26 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.68% | — | +0.75% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | — | -3.27% | |
| 28 | PYPL | Paypal Holdings INC | 股票-金融 | 0.67% | — | -4.84% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.63% | — | +161.22% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | — | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | — | -5.49% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -0.31% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | — | -1.85% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.57% | — | -0.99% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.55% | — | +7.81% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | — | — | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.52% | — | -3.48% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.47% | — | +6.68% | |
| 39 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.45% | — | -11.62% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | -1.97% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.43% | — | -0.22% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.42% | — | +0.01% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.41% | — | -2.79% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.40% | — | — | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.38% | — | -0.70% | |
| 46 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.38% | — | +11.75% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.37% | — | — | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.37% | — | -2.64% | |
| 49 | FSLY | Fastly INC - Class A | 股票-科技 | 0.37% | — | -15.55% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.37% | — | -5.11% |