CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 535 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 | 7.14% | -1.53% | +7.95% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.11% | — | -26.71% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.68% | -0.42% | -15.73% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.84% | -0.15% | +61.19% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.03% | — | +99.12% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.97% | -0.28% | +75.70% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | — | +18.36% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.63% | — | +2.67% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.45% | -0.14% | +17.24% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.31% | — | +160.46% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.26% | -0.45% | +7.51% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.29% | +9.13% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.14% | -0.13% | +30.97% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | — | +31.66% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.98% | +0.22% | -19.17% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | — | +2256.37% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.97% | — | +96.19% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.94% | — | +6.58% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | — | +14.65% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | +42.28% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.75% | +0.20% | +1728.36% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | +0.23% | +22.18% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | — | +125.46% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | — | +9.27% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | — | -3.10% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +85.30% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.60% | — | +8.21% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | -0.08% | +97.28% | |
| 29 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.58% | — | +6.42% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.57% | — | +1332.90% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | +23.63% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.56% | — | +14.55% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.55% | — | +143.90% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.53% | — | +11.15% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | — | +606.27% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | -0.10% | +19.64% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | +23.44% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.49% | — | +11.42% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.48% | — | +122.33% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.48% | — | -0.72% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.47% | — | +107.45% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | +80.46% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.46% | — | +15.36% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | +25.72% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.46% | — | +9.20% | |
| 46 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.44% | — | +0.88% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.44% | — | +2.66% | |
| 48 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.44% | — | +32.09% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.43% | -0.07% | +27.25% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | +1198.78% |