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 | 11.17% | -0.42% | +19.77% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.29% | — | +34.71% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.57% | +0.18% | +82.69% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 4.45% | +0.03% | +5.94% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.45% | -0.06% | +3.06% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.24% | -0.12% | +38.57% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.16% | -0.06% | +93.93% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.99% | +0.16% | +1.49% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.95% | — | +11.95% | |
| 10 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 3.65% | +0.01% | +3.38% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.58% | +0.10% | +0.24% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 3.54% | -0.07% | +7.65% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.34% | +0.17% | +40.57% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.18% | — | +133.16% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.47% | -0.03% | +118.85% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.12% | +7.21% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.02% | +0.06% | +61.41% | |
| 18 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.63% | +0.01% | +57.47% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | +0.26% | +4.19% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.26% | +0.17% | -0.72% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.10% | — | +3.65% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | +0.07% | +3.60% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | +0.04% | -4.32% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.04% | -7.23% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.78% | +0.14% | +7.48% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | +0.19% | -1.24% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | -0.56% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.07% | +1.63% | |
| 29 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.66% | +0.02% | +16.66% | |
| 30 | TMUS | T-mobile US INC | 股票-通信服务 | 0.65% | -0.18% | +12.14% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.15% | -0.52% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.05% | -2.50% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.64% | -0.07% | +9.46% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.63% | — | -3.88% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.61% | — | +71.94% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +16.45% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +3.18% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | +0.04% | +144.74% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | -0.07% | -1.68% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | +23.51% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | +313.00% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | — | -0.67% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | — | +8.68% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.44% | — | -3.20% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | +34.94% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | -0.14% | -3.88% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.41% | +0.02% | -30.68% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.40% | — | +4.66% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | -0.17% | +27.54% |