CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 450 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 | AAPL | Apple INC | 股票-科技 | 7.08% | — | +52.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.77% | -1.53% | -3.07% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.02% | -0.42% | +77.84% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.48% | -0.15% | -1.29% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.25% | -0.28% | -2.18% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.22% | -0.45% | +9.49% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.12% | — | +1.16% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | — | +41.50% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.17% | — | +393.50% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.14% | — | +12.26% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.07% | -0.14% | +2.23% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.02% | — | +1.81% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | — | +6.78% | |
| 14 | SHOP | Shopify INC - Class A | 股票-科技 | 0.98% | -0.24% | EXIT | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.89% | — | -3.97% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.89% | — | — | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.87% | — | +0.13% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.84% | — | — | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.81% | — | +0.75% | |
| 20 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 0.77% | — | -0.68% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | +0.23% | -3.59% | |
| 22 | BTZ | Blackrock Credit Allocation | 股票-其他 | 0.75% | — | -5.63% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | — | +0.85% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | +0.67% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | -0.08% | +1.40% | |
| 26 | USB | US Bancorp | 股票-金融 | 0.67% | — | +0.17% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.66% | — | +0.84% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.65% | — | +349.17% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | -1.10% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.62% | — | +2.52% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | -2.17% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | -19.53% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.60% | -0.07% | +3.73% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | -21.78% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | +16.62% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | -5.07% | |
| 37 | GNRC | Generac Holdings INC | 股票-工业 | 0.57% | — | -10.54% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.57% | — | +308.19% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.56% | — | -2.14% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | -18.23% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.54% | +0.22% | +0.85% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | +0.38% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | +38.21% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.50% | — | -1.20% | |
| 45 | MOS | Mosaic Co/the | 股票-原材料 | 0.49% | — | +8.82% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | +2.61% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | — | +12.65% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.48% | — | +53.31% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -14.25% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.47% | -0.05% | -11.97% |