CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 615 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 | 7.53% | -1.53% | -1.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.26% | — | -0.89% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | — | -2.82% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.35% | -0.15% | -2.86% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.30% | -0.45% | +1.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.13% | -0.28% | +61.47% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.88% | — | +1.16% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.73% | -0.42% | +64.80% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.62% | +0.14% | +0.42% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.14% | +2.03% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | -4.83% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.23% | +0.22% | -2.27% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.22% | — | +2.23% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.12% | +5391.50% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.94% | — | +30.49% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.29% | +1044.60% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.89% | -0.13% | +168.20% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.89% | — | +117.16% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | +203.37% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.75% | — | — | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +2651.15% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.73% | — | +378.09% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.71% | — | +49.29% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.71% | — | -2.14% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | — | +4.73% | |
| 26 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.67% | -0.24% | EXIT | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.67% | -0.07% | +8.86% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | — | +330.56% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.64% | — | +78.02% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | — | +180.35% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.10% | +725.13% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.60% | +0.20% | +4.32% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | +34.30% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.57% | — | +32.39% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | +16.74% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +569.53% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | +0.23% | +381.27% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | +1.38% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.51% | — | +58.89% | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.51% | -0.11% | -4.58% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | -0.08% | +106.14% | |
| 42 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.48% | — | +553.85% | |
| 43 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 0.47% | -0.12% | +5.28% | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.46% | — | -4.17% | |
| 45 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.46% | — | +38.03% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.45% | — | +140.28% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +257.64% | |
| 48 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.44% | — | -12.23% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | +21.97% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | — | -4.33% |