CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 420 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 | MSFT | Microsoft CORP | 股票-科技 | 7.85% | -1.53% | +0.36% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.90% | — | +63.99% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | -0.42% | +51.59% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.60% | -0.15% | -1.44% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.52% | -0.45% | +31.12% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.14% | — | -1.06% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.07% | -0.28% | -8.18% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.31% | — | -10.85% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.10% | — | -2.19% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.09% | — | -8.43% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.07% | — | +10.98% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | -0.14% | -4.72% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | +39.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | -24.59% | |
| 15 | BTZ | Blackrock Credit Allocation | 股票-其他 | 0.92% | — | -0.99% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.92% | — | +488.92% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | +20.63% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | +0.23% | +24.09% | |
| 19 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 0.80% | — | -0.65% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | — | +2.11% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.77% | — | — | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | — | -2.74% | |
| 23 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.74% | — | +19.38% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | +35.47% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -7.12% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.67% | — | +1.13% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | -1.73% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | +22.97% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.65% | — | -0.22% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.64% | — | -1.97% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | -0.08% | -5.21% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | — | -2.23% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.60% | — | +232.83% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.60% | — | +171.30% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +58.11% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.59% | -0.05% | +196.07% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.58% | -0.07% | -1.82% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | — | +102.45% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.56% | — | +37.59% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.55% | — | +4.13% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | -30.23% | |
| 42 | PYPL | Paypal Holdings INC | 股票-金融 | 0.55% | — | +32.36% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +431.67% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.51% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | -3.24% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +16.25% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | -0.12% | +61.78% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.49% | — | +0.50% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.48% | — | +11.63% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.47% | — | +44.73% |