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 | 23.58% | — | +4.79% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 11.56% | -0.28% | +0.35% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 9.49% | -0.30% | -0.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.96% | -0.16% | -1.06% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.53% | -0.06% | +23.00% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.51% | +0.28% | -4.79% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.46% | +0.06% | +4.96% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.40% | -0.26% | +19.27% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.19% | — | -2.75% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.59% | — | +4.81% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.37% | -0.02% | -2.36% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.35% | +0.13% | +8.95% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.24% | — | +7.91% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.22% | — | +9.78% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.46% | — | -11.89% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.39% | — | -2.38% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.35% | +0.12% | -1.94% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.04% | — | -7.61% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.98% | — | — | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 0.91% | — | -0.09% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | — | -11.88% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.82% | +0.12% | -0.30% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | +0.06% | -6.76% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.70% | — | -3.21% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -15.16% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.61% | — | +1.92% | |
| 27 | BKE | Buckle Inc/the | 股票-其他 | 0.51% | -0.10% | +100.13% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.51% | — | -1.30% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | +14.20% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | -13.26% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.45% | — | -1.19% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.45% | +0.07% | -1.19% | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.39% | — | — | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | +0.09% | NEW | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.38% | -0.08% | +0.26% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | -10.76% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.33% | — | +2.13% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | +0.21% | -8.20% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.27% | — | +0.09% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | +0.06% | +0.14% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.26% | — | -14.97% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.25% | — | +0.84% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.24% | — | -29.26% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.23% | — | +62.45% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.22% | +0.06% | +4.81% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.19% | — | -21.95% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.18% | -0.12% | EXIT | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.18% | — | -26.81% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.16% | — | -46.05% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.16% | — | +2.37% |