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 | 11.80% | — | -1.08% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.07% | — | -1.73% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.76% | — | -2.13% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.25% | — | -0.72% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.84% | — | -5.68% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.57% | — | +6.80% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.98% | — | -0.47% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 4.08% | — | +4.92% | |
| 9 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 3.86% | — | +2.38% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.42% | — | -0.84% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 3.33% | — | +10.64% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.95% | — | -1.53% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.69% | — | -5.42% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.36% | — | -2.69% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.24% | — | -2.36% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.12% | — | -3.08% | |
| 17 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 2.08% | — | +0.39% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.96% | — | -0.47% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.68% | — | -8.40% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.40% | — | +20.89% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.98% | — | +0.65% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.86% | — | +12.44% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | — | -3.28% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | +0.14% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.69% | — | +38.58% | |
| 26 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.52% | — | -1.39% | |
| 27 | SMOG | Vaneck Low Carbon Energy ETF | ETF-其他 | 0.50% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +5.25% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +0.11% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | — | -0.39% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | +17.32% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.31% | — | — | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.29% | — | +2.77% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.27% | — | +1.98% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | -2.29% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.26% | — | +8.10% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.25% | — | +9.76% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.24% | — | +5.11% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.24% | — | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.23% | — | +0.01% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.22% | — | +9.29% | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.21% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | -10.12% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.20% | — | +6.99% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.20% | — | +7.39% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.19% | — | +0.51% | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.19% | — | +8.76% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | — | +3.10% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | +35.19% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.18% | — | +18.36% |