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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.45% | — | -2.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.19% | — | -2.73% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.09% | — | -12.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.83% | — | +7.52% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.77% | — | +3.24% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.43% | — | -10.77% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.97% | — | +14.87% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 3.97% | — | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.82% | — | +0.59% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.51% | — | -7.85% | |
| 11 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.68% | — | +7.87% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.64% | — | -1.00% | |
| 13 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 2.50% | — | -2.18% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.39% | — | -1.10% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.35% | — | +0.85% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.33% | — | -5.24% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.02% | — | -14.51% | |
| 18 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.68% | — | +21.12% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | — | +6.67% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.95% | — | -12.07% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.95% | — | -5.54% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | — | -0.33% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | — | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.58% | — | -0.19% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.55% | — | +37.19% | |
| 26 | SMOG | Vaneck Low Carbon Energy ETF | ETF-其他 | 0.54% | — | — | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | +1.55% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.47% | — | +9.71% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | +1.28% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | -3.00% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.33% | — | -0.36% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.28% | — | +4.51% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | +3.42% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | -20.10% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.26% | — | +0.56% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | — | -16.77% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.25% | — | +4.10% | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.24% | — | — | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.21% | — | +0.91% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.21% | — | +51.67% | |
| 41 | PTB | Potbelly CORP | 股票-其他 | 0.21% | — | -25.04% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.20% | — | -7.04% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.20% | — | -1.34% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.19% | — | +18.77% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.19% | — | — | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.19% | — | +9.04% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.18% | — | -31.01% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.18% | — | +6.10% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | — | +12.89% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | — | -0.26% |