CIK: 0001664772
申报总市值
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| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 13.02% | — | +197.07% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 12.34% | — | +114.69% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.04% | — | +9.73% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.94% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.55% | — | +3.42% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.54% | — | -16.67% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.59% | — | -55.16% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.96% | — | -25.73% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.93% | — | -13.83% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.72% | — | +156.85% | |
| 11 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.58% | — | -10.79% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.49% | — | +67.47% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.46% | — | -26.00% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.42% | — | -1.62% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.39% | — | +37.38% | |
| 16 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 2.34% | — | +2.42% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.54% | — | -56.92% | |
| 18 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.44% | — | +20.42% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.12% | — | +11.49% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.04% | — | +4.20% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | — | +28.71% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | — | -14.06% | |
| 23 | ✓ | Market Vectors Global Alt | 股票-其他 | 0.61% | — | -1.02% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.51% | — | — | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | — | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.41% | — | +46.65% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | +55.49% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | — | +145.07% | |
| 29 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.35% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | — | |
| 32 | PTB | Potbelly CORP | 股票-其他 | 0.31% | — | — | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.28% | — | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.28% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | — | |
| 36 | SUB | Ishares Short-term National | ETF-其他 | 0.25% | — | — | |
| 37 | T | At&t INC | 股票-通信服务 | 0.25% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.24% | — | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.24% | — | +34.77% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.21% | — | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.21% | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | — | — | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.19% | — | — | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.17% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | — | — | |
| 46 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.17% | — | — | |
| 47 | MMM | 3m Co | 股票-工业 | 0.17% | — | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.17% | — | — | |
| 49 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股与成长 | 0.16% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.16% | — | — |