CIK: 0001767513
申报总市值
US$6.9亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 20.39% | -0.41% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.97% | +0.29% | +7.17% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.59% | +0.07% | +0.46% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.10% | -0.09% | +4.55% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.91% | — | +5.82% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.89% | -0.11% | -79.32% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.31% | -0.03% | +0.85% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.62% | -0.12% | +5.07% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.48% | — | +7.87% | |
| 10 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.44% | -0.16% | EXIT | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.09% | — | +0.56% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.97% | -0.08% | +8.02% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.66% | +0.35% | -3.83% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.65% | — | -0.88% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.33% | — | +5.72% | |
| 16 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.05% | -0.04% | -1.23% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.97% | -0.01% | +6.92% | |
| 18 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.86% | +0.05% | +1.78% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 0.86% | -0.03% | +0.69% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.78% | -0.01% | -4.44% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.78% | +0.10% | -6.46% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.77% | — | -4.55% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | — | +10.31% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.11% | -4.15% | |
| 25 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | -0.02% | +0.43% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | -0.02% | +1.02% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.61% | -0.04% | -1.07% | |
| 28 | HRB | H&r Block INC | 股票-周期性消费 | 0.59% | -0.07% | -9.82% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.57% | — | +1.91% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.55% | +0.01% | -0.76% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.54% | — | +3.59% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.09% | +6.60% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | — | +1.80% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | +4.95% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | -0.03% | +3.80% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | — | +4.75% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | — | +6.29% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.44% | — | +3.37% | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.40% | — | +2.84% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.39% | -0.10% | -2.32% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | -0.04% | -4.21% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.38% | — | +20.79% | |
| 43 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.36% | — | — | |
| 44 | HPQ | Hp INC | 股票-科技 | 0.35% | — | -8.06% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.34% | — | -72.44% | |
| 46 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.34% | — | +26.80% | |
| 47 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.32% | -0.02% | -6.18% | |
| 48 | EIG | Employers Holdings INC | 股票-其他 | 0.32% | — | -2.53% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.01% | -5.30% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.31% | +0.14% | +54.42% |