CIK: 0001631864
申报总市值
US$14.6亿
仅显示前 200 大持股（共 287 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 | AAPL | Apple INC | 股票-科技 | 4.66% | -0.52% | +3.35% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.74% | +0.10% | +15.86% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.71% | -0.20% | -0.99% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.55% | -0.14% | +13.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.78% | +11.61% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.14% | +0.12% | -11.68% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.77% | +0.14% | +12.21% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.64% | +0.12% | -0.74% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.24% | — | +8.30% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.00% | -0.16% | +178.72% | |
| 11 | ✓ | 股票-其他 | 1.82% | — | -9.41% | ||
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | -0.15% | -13.38% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | -0.14% | -2.01% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.66% | — | +6.00% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.63% | +0.19% | +5.79% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | -0.19% | +381.18% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.29% | — | +13.51% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.24% | — | -17.90% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.14% | +13.16% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | — | +0.79% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.14% | — | +36.50% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.11% | — | +190.56% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 1.00% | — | -1.81% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | -0.16% | +2049.02% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.93% | +0.20% | +2.95% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.87% | +0.12% | +4.22% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | — | +1.43% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.79% | — | -7.56% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.79% | — | -0.34% | |
| 30 | ✓ | Mastercard Incorporated | 股票-其他 | 0.77% | -0.67% | EXIT | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.76% | — | -5.92% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | -1.54% | |
| 33 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.73% | — | -2.44% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.71% | — | +5.00% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | -3.27% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.69% | — | -7.95% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | +6.89% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.67% | — | +8.08% | |
| 39 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.67% | -0.61% | EXIT | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | -0.12% | +5.83% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | — | -7.62% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | +8.68% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.63% | — | -2.79% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.63% | — | +0.74% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工业 | 0.62% | — | +9.19% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.60% | — | -60.53% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | — | +2.84% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.60% | -0.14% | +0.71% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.59% | — | -5.61% | |
| 50 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.54% | — | -2.46% |