CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 479 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 | 7.32% | — | -8.72% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.92% | -1.53% | -8.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.33% | -0.42% | -7.28% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.94% | — | +11.10% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.92% | -0.15% | -23.02% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | — | -18.87% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | +0.29% | -8.76% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.39% | +0.22% | -5.27% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.36% | -0.14% | -8.70% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.22% | — | -51.60% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | -0.28% | -36.38% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | -0.45% | -6.89% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.09% | — | +45.19% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | — | -4.94% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | — | -0.79% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | — | -32.63% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.85% | -0.13% | +29.96% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | -19.65% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 0.69% | — | -1.23% | |
| 20 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.65% | — | +20.84% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.23% | -14.18% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.65% | — | -31.60% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.63% | — | -13.34% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.63% | — | -62.44% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | -36.66% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | — | -8.52% | |
| 27 | DE | Deere & Co | 股票-工业 | 0.61% | — | -1.71% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.60% | — | -10.01% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.59% | — | +33.98% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.58% | — | +64.74% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | +18.15% | |
| 32 | NOC | Northrop Grumman CORP | 股票-工业 | 0.56% | — | +10.69% | |
| 33 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.55% | — | +5.08% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.55% | — | -2.16% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.53% | — | +14.31% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | -12.89% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | — | +468.78% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +161.38% | |
| 39 | VTNRUSD | Vertex Energy INC | 股票-其他 | 0.51% | — | — | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | — | +14.69% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.50% | — | -30.93% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.49% | — | +6.37% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.49% | — | +34.26% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +20.79% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | -21.95% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.48% | — | -0.62% | |
| 47 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.48% | -0.24% | EXIT | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.47% | +0.14% | +1.29% | |
| 49 | TT | Trane Technologies plc | 股票-工业 | 0.47% | — | -1.38% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | — | -17.82% |