CIK: 0001689646
申报总市值
US$17.9亿
仅显示前 200 大持股（共 562 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 13.74% | -0.12% | -0.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.47% | -0.11% | -1.57% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.89% | -0.21% | +1.07% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.02% | — | +6211.52% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.97% | -0.12% | -0.53% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.94% | — | +62.19% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.11% | +1.30% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.34% | — | +0.77% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.28% | +2.36% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.25% | -0.17% | -2.49% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | +0.06% | +6.92% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.95% | +0.05% | +0.18% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.14% | -6.28% | |
| 14 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 0.86% | +0.12% | +34.27% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.15% | +0.28% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.81% | +0.04% | +43.43% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | +0.04% | -0.78% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.09% | +2.44% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | +1.59% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.72% | — | +1.36% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.70% | — | -1.74% | |
| 22 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-其他 | 0.70% | +0.10% | +13.46% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.66% | — | +11.32% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.11% | -2.80% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | +0.03% | +4.51% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | — | -3.38% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | -7.03% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.51% | — | -5.49% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | — | +0.61% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.09% | +1.18% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.07% | +1.49% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | -0.09% | +5.23% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.12% | +4.49% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | -0.08% | -7.91% | |
| 35 | DFAI | Dimensional International Co | ETF-其他 | 0.48% | +0.12% | +24.93% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | +0.93% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.16% | +9.15% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +4.34% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | +0.08% | +4.21% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | +0.99% | |
| 41 | AFL | Aflac INC | 股票-金融 | 0.45% | — | -2.88% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +2.26% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.43% | — | -17.47% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | — | -0.29% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | +0.05% | +4.41% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.43% | — | +2.72% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | -0.08% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.37% | — | -0.67% | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | +6.63% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | — | -7.01% |