CIK: 0001642160
申报总市值
US$7.4亿
仅显示前 200 大持股（共 1826 只）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 21.15% | -0.72% | +0.39% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 14.16% | +0.55% | +1.55% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.83% | +0.45% | +8.12% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.24% | — | +12.40% | |
| 5 | NVR | Nvr INC | 股票-周期性消费 | 5.00% | — | — | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.62% | -0.44% | +27.33% | |
| 7 | SNA | Snap-on INC | 股票-工业 | 3.79% | +0.29% | +0.07% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | — | +0.12% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.49% | -0.10% | -0.43% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 2.43% | — | +285.20% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.73% | — | -0.44% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | +11.67% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | — | +4.52% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | -1.24% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.03% | +0.04% | -1.74% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.99% | — | +66.47% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.06% | +23.83% | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.66% | — | +45.58% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | — | +3.73% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | — | +7.07% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | +0.09% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | +138.03% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +7.39% | |
| 24 | ✓ | Nikola CORP | 股票-其他 | 0.43% | — | -0.06% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.36% | — | -0.27% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | +8.29% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | — | +3.04% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | — | +52.97% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | +61.93% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | +26.41% | |
| 31 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.26% | — | +0.46% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | -0.05% | — | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.23% | — | -5.23% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | -0.09% | +18.04% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.22% | — | -0.08% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.22% | — | +1.88% | |
| 37 | ARKK | Ark Innovation ETF | ETF-其他 | 0.21% | -0.02% | +638.30% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | — | +32.32% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.19% | — | +3.01% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.18% | +0.01% | -9.18% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.18% | — | +9.18% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.18% | — | +9.23% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.18% | — | +187.75% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.18% | +0.01% | +58.90% | |
| 45 | KTOS | Kratos Defense & Security | 股票-工业 | 0.17% | — | — | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | — | +3.62% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.17% | — | +0.17% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.16% | — | +7.62% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.16% | — | — | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.16% | — | +0.80% |