CIK: 0001631864
申报总市值
US$14.6亿
仅显示前 200 大持股（共 323 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 | 5.38% | -0.52% | +2.79% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.77% | +0.10% | +8.74% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.57% | -0.14% | +3.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | -0.78% | +3.02% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.03% | +0.14% | +5.42% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.74% | +0.12% | +0.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.70% | -0.20% | -1.05% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.24% | -0.16% | -1.13% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.22% | — | +7.58% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.16% | -0.19% | +4.27% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.10% | +0.19% | +13.74% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.96% | +0.10% | -15.06% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.90% | +0.12% | -2.98% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.84% | — | +8.00% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | -0.15% | -8.44% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.14% | +2.34% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.75% | — | +13.20% | |
| 18 | DFAI | Dimensional International Co | ETF-其他 | 1.50% | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.39% | — | +15.94% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.12% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | — | -0.77% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.08% | — | +4.75% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.14% | -0.70% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.01% | — | — | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.92% | +0.12% | +3.57% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | -0.16% | +10.47% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.86% | — | +11.56% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.84% | — | -2.23% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | +0.20% | -1.01% | |
| 30 | ✓ | Mastercard Incorporated | 股票-其他 | 0.81% | -0.67% | EXIT | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | — | +57.18% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.72% | — | +1.09% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | -5.34% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | — | -1.71% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | -3.76% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.68% | — | -0.89% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.68% | — | -0.10% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.67% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -9.67% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | — | -2.17% | |
| 41 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.64% | — | +0.12% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | — | +10.95% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.61% | — | -0.55% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +0.61% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | -14.20% | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.56% | — | -5.88% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.56% | -0.14% | +0.86% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.14% | +174.65% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | +0.34% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | -0.74% |