CIK: 0001632844
申报总市值
US$1.9亿
仅显示前 200 大持股（共 407 只）
| # | 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 | VTV | Vanguard Value ETF | ETF-其他 | 7.06% | -0.12% | — | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 6.79% | -1.14% | — | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 6.25% | +0.01% | — | |
| 4 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-其他 | 4.54% | — | — | |
| 5 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 3.67% | -0.08% | — | |
| 6 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 3.44% | — | — | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 2.96% | +2.39% | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.80% | -0.33% | — | |
| 9 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 2.68% | +0.26% | — | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.44% | +0.39% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.38% | -0.36% | — | |
| 12 | MS | Morgan Stanley | 股票-金融 | 2.38% | -0.24% | — | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.30% | -0.17% | — | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.87% | -0.21% | — | |
| 15 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 1.78% | — | — | |
| 16 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.69% | — | — | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.58% | -0.22% | — | |
| 18 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.50% | — | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.49% | +0.23% | — | |
| 20 | EHC | Encompass Health CORP | 股票-医疗保健 | 1.48% | -0.13% | — | |
| 21 | VST | Vistra CORP | 股票-公用事业 | 1.45% | — | — | |
| 22 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 1.32% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.16% | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.20% | -0.11% | — | |
| 25 | ✓ | Hca INC | 股票-其他 | 1.16% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | +0.19% | — | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.12% | +0.02% | — | |
| 28 | ✓ | United Parcel Service Inc | 股票-其他 | 1.10% | — | — | |
| 29 | RSVR | Reservoir Media INC | 股票-其他 | 0.95% | +0.20% | — | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.94% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | — | — | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.92% | -0.13% | +55.95% | |
| 33 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.89% | — | — | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.89% | — | — | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.83% | +0.25% | — | |
| 36 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.73% | +0.04% | — | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.73% | -0.17% | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.73% | — | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | -0.11% | — | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.67% | — | — | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | — | — | |
| 42 | ✓ | Spdr Gold Shares | 股票-其他 | 0.66% | — | — | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.63% | — | — | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.63% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.62% | — | — | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.62% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | — | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.49% | +0.19% | — | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.43% | — | — |