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 | 8.83% | -0.42% | +5.45% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.57% | +0.16% | +4.35% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.12% | -0.06% | -12.45% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 5.08% | +0.03% | -0.76% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.57% | — | +6.22% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.48% | +0.10% | +0.98% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.90% | — | +0.51% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.81% | -0.07% | +0.64% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.38% | — | -4.29% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.12% | +3.07% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.77% | +0.07% | +3.10% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.76% | +0.17% | +0.43% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.51% | -0.12% | +3.10% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | +0.26% | +0.57% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.14% | -0.06% | -1.59% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | +0.04% | +3.24% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.69% | +0.17% | -0.28% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.68% | +0.06% | — | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.51% | +0.18% | +0.11% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | — | +2.50% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.41% | +0.02% | +2.87% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.37% | — | +1.75% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.04% | +3.40% | |
| 24 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 1.25% | +0.02% | +3.66% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.22% | +0.05% | +0.42% | |
| 26 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.13% | +0.01% | -0.52% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 1.05% | — | +10.23% | |
| 28 | HON | Honeywell International INC | 股票-工业 | 1.02% | — | +2.04% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.07% | +7.33% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | — | +31.96% | |
| 31 | CMI | Cummins INC | 股票-工业 | 0.89% | — | +8.52% | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.89% | — | +6.03% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | +0.19% | +5.82% | |
| 34 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.81% | — | +30.53% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.78% | -0.08% | +8.17% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.73% | -0.07% | +6.37% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.15% | +6.86% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | — | +2.74% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.66% | -0.07% | +32.42% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | -0.03% | +106.24% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +2.22% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.52% | — | +90.00% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | — | +57.17% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.44% | — | +48.24% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.44% | — | — | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.43% | — | +8.63% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | +0.09% | -3.80% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.41% | — | +83.10% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | — | +3.75% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | +0.05% | — |