CIK: 0001761044
申报总市值
US$5.0亿
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.25% | -0.42% | +2301.26% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.17% | -0.06% | +49.29% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.44% | +0.10% | +304.02% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.22% | +0.16% | +176.25% | |
| 5 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 4.89% | +0.03% | +849.56% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.19% | — | +245.26% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 4.19% | — | +735.40% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.18% | — | +714.00% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.82% | -0.07% | -6.57% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.73% | +0.07% | +1.61% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.12% | +0.87% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.89% | +0.17% | +560.62% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.13% | -0.06% | +50.91% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.11% | +0.26% | +2.39% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.08% | -0.12% | +565.90% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.05% | +0.17% | +1.76% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.88% | +0.06% | -3.89% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.69% | +0.18% | +202.57% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | — | +1.20% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.04% | +0.45% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | +0.04% | +1.94% | |
| 22 | CRM | Salesforce INC | 股票-科技 | 1.30% | -0.08% | +2.22% | |
| 23 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.25% | +0.01% | +206.15% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.17% | — | +1.61% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.12% | — | +2.03% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.07% | +1.76% | |
| 27 | HON | Honeywell International INC | 股票-工业 | 1.06% | — | +1.24% | |
| 28 | CMI | Cummins INC | 股票-工业 | 1.05% | — | +0.59% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 1.03% | — | — | |
| 30 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.98% | — | +0.72% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | +0.05% | +0.16% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.96% | -0.05% | -77.42% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.89% | -0.07% | +1.07% | |
| 34 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.82% | — | -78.09% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | — | +2.50% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | +0.19% | +2.29% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.74% | — | +10.73% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | — | +3.56% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.64% | +0.02% | -12.93% | |
| 40 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.64% | +0.02% | +0.02% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.14% | — | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | -0.17% | +0.02% | |
| 43 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.60% | — | — | |
| 44 | AMT | American Tower CORP | 股票-房地产 | 0.58% | — | — | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.15% | +4.49% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.44% | — | -3.29% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.43% | -0.09% | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | -0.03% | -14.32% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | +0.08% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | +0.09% | +31.71% |