CIK: 0001802872
申报总市值
US$1.6亿
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 29.03% | — | +0.64% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 26.16% | — | +5.86% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 9.94% | — | -5.01% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.33% | — | -11.95% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.82% | — | -1.22% | |
| 6 | STWD | Starwood Property Trust INC | 股票-房地产 | 3.68% | — | -2.73% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.46% | — | -2.62% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.63% | — | -0.49% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | — | +6.26% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.32% | — | -0.40% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.13% | — | -27.93% | |
| 12 | ARKQ | Ark Autonomous Tech & Robot | ETF-科技型 | 1.04% | — | +5063.07% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | — | |
| 14 | BA | Boeing Co/the | 股票-工业 | 0.57% | — | +3.09% | |
| 15 | CCI | Crown Castle INC | 股票-房地产 | 0.42% | — | — | |
| 16 | FAST | Fastenal Co | 股票-工业 | 0.38% | — | +0.73% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | — | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 0.28% | — | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.26% | — | — | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | — | +1507.00% | |
| 21 | TER | Teradyne INC | 股票-科技 | 0.24% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.21% | — | -0.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | — | +9.01% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.16% | — | -13.87% | |
| 25 | ✓ | Atlantica Yield PLC | 股票-其他 | 0.13% | — | +293.27% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.12% | — | — | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.12% | — | — | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.11% | — | — | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.10% | — | -37.90% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.10% | — | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.10% | — | -25.73% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.09% | — | — | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.09% | — | -2.68% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.09% | — | +0.13% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.09% | — | -31.38% | |
| 36 | PI | Impinj INC | 股票-科技 | 0.08% | — | +135.97% | |
| 37 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.08% | — | +500.00% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.08% | — | +4.65% | |
| 39 | DISCAUSD | Discovery INC - A | 股票-其他 | 0.07% | — | — | |
| 40 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.07% | — | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.07% | — | -0.70% | |
| 42 | XYZ | Block INC | 股票-金融 | 0.07% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.06% | — | +0.17% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.06% | — | — | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.06% | — | — | |
| 46 | USB | US Bancorp | 股票-金融 | 0.06% | — | -55.81% | |
| 47 | BAX | Baxter International INC | 股票-医疗保健 | 0.06% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.06% | — | +0.59% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.06% | — | -14.95% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.06% | — | — |