CIK: 0001642160
申报总市值
US$7.4亿
仅显示前 200 大持股（共 1891 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 | 18.92% | -0.72% | +1.60% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 13.80% | +0.55% | +3.55% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.91% | +0.45% | +9.92% | |
| 4 | NVR | Nvr INC | 股票-周期性消费 | 5.58% | — | -6.02% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.46% | -0.44% | +5.02% | |
| 6 | SNA | Snap-on INC | 股票-工业 | 4.34% | +0.29% | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.26% | — | -9.20% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.24% | +0.56% | +8.77% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.00% | +0.16% | +14.91% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | — | -2.56% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.97% | -0.10% | +0.03% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.19% | -0.37% | -16.51% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.12% | — | -14.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | -6.61% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | — | -15.48% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | -0.02% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.85% | +0.04% | -0.47% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | -0.06% | -8.84% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | — | +0.52% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | — | -31.23% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | — | -1.30% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | -0.07% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | -1.65% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | -0.09% | -5.70% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | -11.56% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.32% | — | -1.42% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | — | -25.86% | |
| 28 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.25% | — | -0.08% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.24% | — | -11.32% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | — | -9.94% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.21% | -0.05% | +0.02% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.20% | — | -29.74% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.19% | — | +6.59% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | -0.80% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.19% | — | +0.77% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.19% | — | -49.89% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.19% | — | -2.70% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.18% | +0.01% | -1.39% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.16% | +0.01% | — | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.16% | — | -10.99% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | — | +3.16% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.15% | — | — | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.15% | — | -0.11% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.15% | — | +1.59% | |
| 45 | ARKK | Ark Innovation ETF | ETF-其他 | 0.15% | -0.02% | +132.66% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | -3.90% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.14% | -0.03% | -6.10% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.14% | — | +2.46% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.13% | — | -32.80% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.13% | — | +1.82% |