CIK: 0001642058
申报总市值
US$3.1亿
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.29% | +1.00% | +4.48% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 10.28% | +0.26% | +9.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.40% | -2.33% | -0.05% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.76% | -0.36% | +2.80% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 5.61% | +0.44% | +8.01% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 5.36% | -1.02% | -10.80% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.03% | -0.01% | +11.15% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.84% | +2.41% | NEW | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.28% | +0.32% | +14.73% | |
| 10 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 2.76% | -0.18% | -8.22% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.40% | +0.07% | +1.03% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.11% | -0.12% | -19.00% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.83% | -0.10% | +2.07% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.79% | — | -10.93% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | — | -1.96% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.40% | — | -4.02% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.39% | -0.16% | +0.99% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.33% | -0.10% | -5.60% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.29% | -0.11% | -0.79% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.24% | -0.09% | -1.37% | |
| 21 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.16% | — | -5.38% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | +0.01% | +2.14% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.94% | +0.10% | +6.69% | |
| 24 | ETHO | Amplify Etho Climate Leaders | ETF-其他 | 0.94% | — | -2.52% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | — | -0.76% | |
| 26 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.89% | +0.03% | +23.42% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.87% | -0.08% | -10.43% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.85% | — | -2.79% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.18% | -3.11% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | — | -1.84% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | — | +7.93% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.59% | — | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.53% | — | -7.23% | |
| 34 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.52% | — | -1.04% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | -1.51% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.39% | — | -0.36% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.38% | — | -17.50% | |
| 38 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.37% | — | +4.76% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.35% | — | -0.37% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +1.00% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.35% | — | — | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.34% | — | +82.55% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.31% | — | +3.92% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.31% | — | +3.66% | |
| 45 | SFBC | Sound Financial Bancorp INC | 股票-其他 | 0.30% | — | — | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.28% | — | +1.58% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.28% | — | +14.50% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.10% | +1.43% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.27% | — | +17.52% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | +0.04% | +2.54% |