CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 225 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.06% | -1.74% | +4.15% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 7.18% | -3.16% | -2.99% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.57% | — | -1.51% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.18% | -0.14% | +0.08% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.65% | +0.56% | +0.73% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-其他 | 3.64% | — | +3.55% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.07% | +0.58% | -9.04% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.94% | — | -0.08% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.32% | — | -5.80% | |
| 10 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.90% | — | +58.09% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.88% | — | +2.49% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.87% | — | +22.83% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.63% | — | +40.72% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | +0.22% | -3.38% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.47% | — | -0.32% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.46% | — | +22.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | -5.49% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.21% | — | -14.56% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.20% | — | -32.98% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.18% | — | -11.12% | |
| 21 | SUI | Sun Communities INC | 股票-房地产 | 0.76% | — | +0.54% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.19% | -2.11% | |
| 23 | ITW | Illinois Tool Works | 股票-工业 | 0.75% | — | +0.25% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.74% | — | +15.45% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | — | +4.55% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | +2116.44% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +0.74% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | +0.32% | -2.36% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +12.49% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | +10.48% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +32.95% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | +1.91% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | +0.20% | -4.68% | |
| 35 | UWMC | Uwm Holdings CORP | 股票-其他 | 0.42% | -0.94% | -0.88% | |
| 36 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.41% | — | +7.92% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | +74.51% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | +0.29% | +16.50% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.38% | — | -46.93% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.37% | — | -4.54% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | +55.60% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | +0.14% | -10.50% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.23% | +2.12% | |
| 44 | ISCF | Ishares International Small | ETF-其他 | 0.33% | — | — | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.33% | +0.24% | -2.48% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.33% | — | -13.01% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | +0.17% | +2.50% | |
| 48 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.31% | — | — | |
| 49 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 0.30% | — | — | |
| 50 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.29% | — | -7.11% |