CIK: 0001599330
申报总市值
US$30.2亿
仅显示前 200 大持股（共 398 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 | 15.73% | +0.96% | +1.65% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 10.92% | — | +3.33% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.90% | -0.05% | +5.20% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.54% | +0.24% | +2.65% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.67% | +0.07% | +4.38% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.08% | -0.21% | -1.32% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.51% | -0.41% | +0.35% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | -0.41% | +0.32% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.96% | -0.13% | -0.31% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.91% | +0.12% | +4.57% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.86% | +0.04% | +1.96% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.86% | -0.10% | +4.06% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.42% | +1.39% | |
| 14 | DFAT | Dimensional US Target Value | ETF-其他 | 1.62% | +0.12% | +4.50% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.42% | -0.11% | +3.81% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.17% | +0.61% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.21% | -0.07% | +5.61% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.97% | -0.04% | +6.13% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | -0.05% | +1.39% | |
| 20 | PPLI | People INC | 股票-通信服务 | 0.85% | -0.10% | -3.31% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | — | +4.11% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.73% | +0.22% | +14.71% | |
| 23 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.72% | — | -2.47% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.03% | +10.36% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.05% | +4.24% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.10% | +3.53% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | +0.98% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.54% | -0.03% | +9.45% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -0.27% | |
| 30 | APO | Apollo Global Management INC | 股票-金融 | 0.49% | -0.09% | +0.01% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | -0.03% | +7.40% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.44% | — | +2.48% | |
| 33 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.39% | -0.05% | -4.01% | |
| 34 | PNC | Pnc Financial Services Group | 股票-金融 | 0.39% | — | -0.09% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.12% | -2.16% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.34% | — | +7.76% | |
| 37 | MAIN | Main Street Capital CORP | 股票-金融 | 0.33% | -0.03% | +0.13% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.32% | — | +0.49% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.31% | — | +4.07% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.31% | — | +12.52% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.31% | — | +10.67% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | -0.05% | -0.14% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.29% | +0.05% | +19.42% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.27% | — | +3.84% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.26% | — | +0.97% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.25% | — | +19.50% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.25% | -0.04% | +10.44% | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.23% | — | -3.67% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | — | +0.07% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.21% | — | +0.13% |