CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 481 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 | 6.58% | — | -1.12% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.84% | -1.53% | -1.42% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.49% | -0.42% | +8.86% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.11% | — | +2.76% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.02% | -0.15% | +1.52% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.61% | — | -0.56% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | — | +0.97% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | -0.28% | +2.71% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.33% | — | +3.92% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | -0.45% | -2.04% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.19% | +0.22% | +3.66% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.29% | -4.42% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | -0.14% | +6.59% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | — | +12.43% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.03% | — | +0.15% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.95% | -0.13% | +178.29% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | — | -1.42% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.94% | — | +0.89% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.91% | — | +48.34% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | — | -1.54% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.82% | — | -0.47% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | — | -9.23% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | — | +1.19% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.76% | — | +8.65% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | +136.21% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.72% | — | -2.17% | |
| 27 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.72% | +0.11% | -4.44% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | +0.23% | +1776.95% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | — | +1809.95% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.60% | — | +37.99% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +2.38% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | +0.34% | -8.01% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | — | +7.46% | |
| 34 | NOC | Northrop Grumman CORP | 股票-工业 | 0.55% | — | -1.90% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | — | +17.96% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.55% | — | -1.06% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.54% | — | -1.19% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.53% | — | -4.45% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.51% | — | -1.44% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.50% | — | -0.03% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.49% | — | +4.30% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.48% | — | +1.40% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | -0.08% | +0.91% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.48% | — | +3.45% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.48% | — | +16.26% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | -22.29% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.47% | — | -3.92% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.47% | — | +66.02% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.47% | — | -1.20% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.46% | — | +0.54% |