CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 271 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% | -1.42% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.43% | -1.74% | +0.79% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.60% | -0.14% | -0.09% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.42% | +0.56% | -7.38% | |
| 5 | SKY | Champion Homes INC | 股票-周期性消费 | 4.61% | — | -17.35% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.10% | — | -10.60% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.76% | — | -2.55% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.64% | — | -0.07% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.45% | — | +0.20% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.36% | — | -9.26% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.22% | +21.33% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.01% | — | +10.49% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.64% | — | -18.39% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.60% | +0.58% | +7.61% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.57% | — | +4.35% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.53% | — | +10.03% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.49% | — | +2.93% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.35% | — | -3.86% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.04% | — | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | — | -8.00% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -6.94% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.86% | — | -4.61% | |
| 23 | ITW | Illinois Tool Works | 股票-工业 | 0.80% | — | +0.10% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.19% | -0.78% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | — | -1.40% | |
| 26 | SUI | Sun Communities INC | 股票-房地产 | 0.62% | — | +0.06% | |
| 27 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.61% | — | +52.76% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +0.31% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | +0.32% | -7.16% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | — | — | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.51% | — | +0.80% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | -0.27% | |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.45% | — | -7.91% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | -24.99% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | +2.03% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.40% | — | +0.35% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.40% | +0.20% | -2.43% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.40% | — | +11.26% | |
| 39 | CMS | Cms Energy CORP | 股票-公用事业 | 0.36% | — | — | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | — | — | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 0.33% | — | +0.79% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.33% | — | -5.16% | |
| 43 | ISCF | Ishares International Small | ETF-其他 | 0.31% | — | — | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.31% | — | -1.37% | |
| 45 | MOS | Mosaic Co/the | 股票-原材料 | 0.30% | — | — | |
| 46 | UWMC | Uwm Holdings CORP | 股票-其他 | 0.29% | -0.94% | -59.65% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.29% | +0.14% | +3.72% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.28% | — | -0.17% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.28% | +0.17% | +0.32% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.28% | +0.24% | -8.00% |