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 | 24.71% | — | +0.51% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 11.73% | -0.28% | +4.15% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 9.27% | -0.30% | +1.20% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.91% | -0.16% | -2.10% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.77% | -0.26% | -1.73% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.37% | +0.06% | +2.85% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.32% | -0.06% | +2.34% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.16% | +0.28% | -3.85% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.98% | — | -2.66% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.68% | — | +0.65% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.53% | +0.13% | +3.87% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.48% | — | +3.51% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | -0.02% | -1.05% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.14% | — | +1.48% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.59% | +0.12% | +0.49% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.43% | — | -0.20% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.42% | — | +3.73% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.34% | +0.12% | +18.26% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | — | +0.33% | |
| 20 | BKE | Buckle Inc/the | 股票-其他 | 0.79% | -0.10% | +76.96% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.69% | — | -0.17% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | -24.83% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.06% | -2.53% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.61% | +0.07% | -3.65% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | +0.36% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.59% | — | -8.08% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.56% | — | +3.71% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.49% | — | -0.06% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.46% | -0.08% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | +0.06% | -3.49% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | +0.13% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | -1.88% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | +0.21% | -17.81% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.34% | — | +1.29% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.33% | — | +0.08% | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.28% | — | — | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | +0.03% | — | |
| 38 | USB | US Bancorp | 股票-金融 | 0.25% | — | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.24% | — | -0.10% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.22% | — | +0.09% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | — | +0.08% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | +0.09% | +29.48% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.21% | — | -11.55% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.21% | — | -21.96% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.19% | — | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.18% | +0.06% | — | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.18% | — | +0.04% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.17% | — | -0.60% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.15% | — | +0.12% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.15% | — | — |