CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 247 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 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 6.50% | -3.16% | -0.02% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.49% | +0.56% | +44.46% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.01% | -1.74% | -13.84% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.63% | -0.14% | +0.03% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.91% | — | -21.13% | |
| 6 | SKY | Champion Homes INC | 股票-周期性消费 | 4.10% | — | +4476.34% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.75% | — | -11.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.63% | — | +64.64% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.49% | — | +111.57% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.40% | — | +2.13% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.20% | — | -2.06% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.83% | — | +6.21% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | +0.22% | +10.07% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.48% | — | -8.01% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.48% | +0.58% | -51.61% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.44% | — | +32.87% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.38% | — | +1341.51% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.37% | — | +8.50% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.12% | — | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.03% | — | -6.90% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.99% | — | -0.22% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.98% | — | -27.20% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.19% | +3.19% | |
| 24 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.83% | — | +203.02% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 0.78% | — | +0.31% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | +0.32% | +1.92% | |
| 27 | SUI | Sun Communities INC | 股票-房地产 | 0.68% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +0.93% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.63% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | — | +15.82% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | +4.14% | |
| 32 | UWMC | Uwm Holdings CORP | 股票-其他 | 0.53% | -0.94% | +32.22% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | -3.29% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.49% | — | -69.07% | |
| 35 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.48% | — | +3.72% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | +0.20% | +4.21% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | — | +11.75% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | — | -5.79% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +2.87% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | -1.94% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | +0.14% | +2.89% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | — | +19.57% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.23% | +9.06% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | — | +0.64% | |
| 46 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.33% | — | +331.09% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.33% | +0.29% | +0.06% | |
| 48 | ISCF | Ishares International Small | ETF-其他 | 0.33% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | +0.17% | +5.83% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | +0.24% | +3.49% |