CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 556 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 | 8.41% | -1.53% | -0.73% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.13% | — | -11.51% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.68% | -0.15% | -2.44% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.41% | -0.42% | -26.27% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.31% | — | -2.68% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.23% | -0.28% | -7.17% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.22% | -0.45% | +14.33% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | — | -4.25% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.71% | -0.14% | -1.88% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | — | -14.96% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.54% | +0.29% | +22.99% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.32% | +0.22% | +2.25% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | — | -1.59% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.21% | — | -0.70% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.02% | — | -0.87% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | -0.12% | +71.40% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | +0.23% | -7.69% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | — | -1.90% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | -0.10% | +1.02% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.81% | -0.13% | -4.05% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | -2.54% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | — | -7.94% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.76% | — | +1.80% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.75% | — | +24.13% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | +15.47% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.72% | — | -1.25% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | -0.89% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.64% | — | -0.32% | |
| 29 | DELL | Dell Technologies -c | 股票-科技 | 0.58% | — | +7.32% | |
| 30 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.58% | — | -0.09% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | — | -0.38% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.55% | — | +3.02% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | — | +1.98% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | -0.08% | -17.21% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -16.96% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.52% | — | -4.16% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.52% | — | +4.55% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | — | +5.14% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | — | +11.03% | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.51% | — | -2.59% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | — | +7.92% | |
| 42 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.50% | — | -9.25% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | — | -15.26% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.45% | — | +895.08% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.43% | +0.14% | -11.42% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | — | -1.68% | |
| 47 | TT | Trane Technologies plc | 股票-工业 | 0.42% | — | -10.34% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | — | +204.06% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.40% | — | -1.71% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.40% | — | +30.82% |