CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 234 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 | 7.99% | -1.74% | -1.95% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.98% | -3.16% | +1.16% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.41% | +0.56% | -27.34% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.39% | — | -0.24% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.14% | +0.58% | +102.91% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.08% | — | +28.61% | |
| 7 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.84% | — | +1.30% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.68% | — | +0.75% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | +0.22% | +1.87% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.50% | — | +1.36% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.41% | -0.14% | +0.94% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.36% | — | +2.39% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.91% | — | — | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.68% | — | +4.89% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.64% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.63% | — | -5.00% | |
| 17 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.37% | — | — | |
| 18 | SKY | Champion Homes INC | 股票-周期性消费 | 1.20% | — | -12.32% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.18% | — | -0.85% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | — | -0.53% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | — | +13.09% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.19% | +2.27% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.96% | — | -1.17% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +0.18% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 0.85% | — | +0.04% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | — | +6.62% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | -3.28% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -1.31% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.59% | — | — | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.57% | — | +10.38% | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.57% | — | +24.14% | |
| 32 | SUI | Sun Communities INC | 股票-房地产 | 0.57% | — | -4.38% | |
| 33 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.56% | — | -4.49% | |
| 34 | VNT | Vontier CORP | 股票-科技 | 0.56% | — | +33.03% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | +0.32% | +0.13% | |
| 36 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.41% | — | +26.87% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.41% | — | +1.27% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.40% | — | -3.59% | |
| 39 | CCSI | Consensus Cloud Solution | 股票-其他 | 0.40% | -0.06% | +69.28% | |
| 40 | UWMC | Uwm Holdings CORP | 股票-其他 | 0.38% | -0.94% | -1.58% | |
| 41 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 0.36% | — | +26.85% | |
| 42 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.36% | — | +29.61% | |
| 43 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.35% | — | +38.17% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | +0.47% | -0.85% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.34% | — | -22.06% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | +0.20% | +0.13% | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.33% | — | -0.03% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.32% | — | -14.75% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.32% | — | -5.73% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | — | -1.90% |