CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 2266 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.61% | +2.08% | +1.29% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.89% | -0.10% | +11.62% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.05% | — | +12.62% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.89% | -0.34% | +2.51% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.63% | — | +2.12% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.44% | -0.16% | +11.15% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.35% | — | -1.70% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.10% | — | +51.09% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.80% | — | -1.81% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.80% | — | +15.34% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.77% | — | +7.62% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.66% | +53.85% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.64% | +0.11% | +5.28% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.51% | — | -7.53% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.09% | +6.27% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | -0.15% | +10.08% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.86% | — | -0.49% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.85% | — | -1.99% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | — | +10.41% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | — | +6.94% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | -9.02% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.12% | -8.53% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | — | -6.81% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.09% | -6.75% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | -0.21% | +7.25% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.63% | — | +9.71% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | +7.27% | |
| 28 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.61% | — | -1.93% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.60% | — | -4.06% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.11% | +5.95% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.07% | +0.42% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | — | -21.49% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | -3.48% | +1.29% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | +7.13% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.51% | — | -19.40% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | +0.05% | -3.59% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.50% | — | +29.66% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | — | +4.76% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.45% | -0.12% | +14.81% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | +8.71% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.44% | — | +3.96% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | +22.36% | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.42% | — | +4.01% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.42% | — | +5.36% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.40% | — | +4.02% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +3.17% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.39% | — | +13.90% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.38% | — | +6.82% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | -0.09% | -1.03% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | — | +10.21% |