CIK: 0001775530
申报总市值
US$3.4亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 22.35% | — | -1.17% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 11.35% | -0.28% | +0.90% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 10.23% | -0.30% | +1.47% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.92% | -0.16% | -0.98% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.87% | +0.28% | +1.84% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.54% | — | +0.03% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.27% | -0.26% | +0.30% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.70% | +0.06% | +4.31% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.62% | — | -0.88% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.41% | -0.06% | +2.05% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.01% | -0.02% | +0.55% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.94% | — | +0.60% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.84% | — | +0.53% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.80% | +0.13% | +0.16% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.76% | — | +0.91% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.74% | — | -3.27% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.34% | — | +2.58% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.34% | +0.12% | -1.90% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.02% | — | +0.59% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 0.96% | — | +0.05% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.91% | +0.12% | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.85% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +3.45% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | +0.06% | +0.74% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.69% | — | -1.09% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.54% | — | +0.81% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.54% | — | +0.51% | |
| 28 | AXP | American Express Co | 股票-金融 | 0.53% | +0.07% | — | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | +0.21% | +2.96% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | +2.92% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.42% | — | +2.73% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | — | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | +0.09% | NEW | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.37% | -0.08% | — | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.36% | — | — | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.35% | — | +0.11% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.33% | — | — | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.33% | — | — | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.33% | — | -3.20% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.28% | — | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.28% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.06% | +0.12% | |
| 43 | BKE | Buckle Inc/the | 股票-其他 | 0.26% | -0.10% | +0.03% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.24% | — | +3.41% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.22% | — | +2.45% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.22% | +0.06% | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.21% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.19% | +0.20% | +75.41% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.18% | — | +0.10% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.17% | — | — |