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 | 10.72% | -0.42% | +26.57% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.31% | — | +39.33% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.61% | -0.06% | +1.77% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 4.42% | +0.03% | -2.36% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.30% | +0.16% | -0.50% | |
| 6 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 4.26% | +0.01% | -0.89% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.13% | — | +12.85% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.12% | +0.18% | +71.30% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.86% | -0.12% | +14.81% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.70% | +0.10% | -1.22% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 3.61% | -0.07% | +9.22% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.25% | +0.17% | +12.49% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.77% | — | +226.03% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.59% | -0.03% | +13.03% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.12% | +0.78% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.17% | -0.06% | +4.53% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.67% | +0.17% | -7.17% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | +0.07% | -4.15% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | +0.26% | +1780.88% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.35% | +0.06% | +49.94% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.19% | — | -38.79% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | +0.04% | -9.99% | |
| 23 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.05% | +0.01% | +12.51% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | +0.05% | -2.91% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.04% | +3.95% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | — | -1.00% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.15% | -0.64% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | +0.19% | -1.67% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.07% | -0.40% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.66% | -0.07% | -12.68% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | -1.08% | |
| 32 | TMUS | T-mobile US INC | 股票-通信服务 | 0.65% | -0.18% | +66.93% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.65% | +0.02% | — | |
| 34 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.64% | +0.02% | — | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.61% | +0.14% | +11.08% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.57% | -0.07% | +12.21% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | +0.11% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +0.02% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.53% | — | -22.03% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.53% | — | -0.54% | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.52% | — | +13.06% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | +6.08% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.14% | +8.01% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | -0.80% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.49% | +0.08% | +1.99% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | — | +0.02% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.45% | — | -7.59% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.45% | -0.08% | -4.33% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | — | +0.09% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | — | +3.15% |