CIK: 0001822632
申报总市值
US$10.1亿
仅显示前 200 大持股（共 208 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 | 23.47% | -1.16% | +9.16% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-其他 | 11.72% | +0.46% | +6.58% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.54% | -0.15% | +7.46% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 8.57% | -0.71% | +5.32% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.67% | +0.76% | +7.29% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 7.54% | +0.29% | +11.25% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.78% | -0.10% | +0.27% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.50% | +0.11% | +7.64% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.95% | +0.02% | +2.60% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.37% | -0.02% | +0.09% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.23% | — | +0.37% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.13% | +0.01% | +0.48% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +0.59% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.08% | +0.59% | |
| 15 | INTC | Intel CORP | 股票-科技 | 0.66% | — | -1.90% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 0.56% | -0.03% | +0.38% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.07% | +1.13% | |
| 18 | TGT | Target CORP | 股票-周期性消费 | 0.51% | — | +0.37% | |
| 19 | DE | Deere & Co | 股票-工业 | 0.47% | +0.02% | -1.71% | |
| 20 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.47% | -0.10% | +0.34% | |
| 21 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.43% | — | +0.38% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +0.66% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 0.41% | — | +0.51% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | +0.03% | +0.65% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | -7.01% | |
| 26 | CTAS | Cintas CORP | 股票-工业 | 0.35% | -0.01% | +0.21% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.34% | — | +1.21% | |
| 28 | SO | Southern Co/the | 股票-公用事业 | 0.34% | +0.02% | +1.06% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.09% | +1.41% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.29% | -0.01% | +12.99% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.27% | +0.03% | +1.53% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | +0.02% | +0.14% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.26% | — | +0.54% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.01% | — | |
| 35 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.24% | — | — | |
| 36 | CAT | Caterpillar INC | 股票-工业 | 0.24% | — | +0.54% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.23% | -0.01% | +0.23% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.23% | -0.02% | -1.54% | |
| 39 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.23% | +0.02% | -24.04% | |
| 40 | C | Citigroup INC | 股票-金融 | 0.22% | — | -20.59% | |
| 41 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.20% | — | +1.31% | |
| 42 | D | Dominion Energy INC | 股票-公用事业 | 0.20% | — | +0.81% | |
| 43 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.19% | +0.02% | +0.97% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.18% | — | +1.39% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.17% | — | +0.23% | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.17% | — | +0.21% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.17% | -0.04% | +0.37% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | — | +0.19% | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.14% | — | +0.42% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.14% | — | +0.12% |