CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 334 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 17.18% | +0.96% | +0.58% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.02% | — | +3.51% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.68% | +0.24% | +3.55% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.35% | -0.05% | +7.66% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.61% | +0.07% | +3.57% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.87% | -0.41% | +0.45% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.79% | -0.41% | +0.34% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.77% | -0.21% | +2.83% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.11% | -0.13% | +2.06% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.40% | +0.04% | +1.99% | |
| 11 | DFAT | Dimensional US Target Value | ETF-其他 | 1.87% | +0.12% | +4.67% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.78% | +0.12% | +6.56% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.72% | -0.10% | +6.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.42% | +5.08% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.53% | -0.11% | +43.54% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.17% | -2.85% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.11% | -0.05% | +1.33% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | -0.07% | +9.22% | |
| 19 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.95% | — | -2.92% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.91% | -0.04% | +5.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.10% | +5.00% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | +14.01% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +2.67% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.03% | -0.61% | |
| 25 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.56% | -0.05% | -2.41% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.05% | +11.07% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | +0.22% | +11.82% | |
| 28 | APO | Apollo Global Management INC | 股票-金融 | 0.47% | -0.09% | — | |
| 29 | PNC | Pnc Financial Services Group | 股票-金融 | 0.43% | — | -0.14% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | +3.46% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.42% | -0.03% | +10.98% | |
| 32 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.41% | -0.08% | +31.86% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.39% | — | +1.77% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.38% | — | +7.80% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.35% | — | +3.41% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | +13.30% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.32% | — | +0.15% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.12% | +16.92% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.31% | -0.03% | +1.21% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.29% | — | +9.70% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | — | +0.09% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | -0.05% | +9.46% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.25% | — | +6.77% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.24% | — | +0.90% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.24% | — | +2.89% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | -0.04% | +6.56% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | — | +0.27% | |
| 48 | DIBS | 1stdibs.com INC | 股票-其他 | 0.22% | — | — | |
| 49 | GS | Goldman Sachs Group INC | 股票-金融 | 0.21% | — | +0.09% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | +441.52% |