CIK: 0001631864
申报总市值
US$14.6亿
仅显示前 200 大持股（共 342 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 | 5.35% | -0.52% | +1.18% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.06% | -0.14% | +2.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.78% | +0.49% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.55% | +0.10% | +1.64% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.78% | +0.12% | -1.14% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.75% | -0.20% | +1.87% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.72% | +0.14% | -4.04% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.54% | — | +2.17% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.34% | -0.19% | +17.29% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.17% | -0.16% | -2.49% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.14% | +0.19% | -2.02% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.14% | — | +3.13% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.06% | -0.15% | +0.50% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.95% | +0.10% | -3.24% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.84% | — | -1.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | -0.14% | -0.97% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.68% | +0.12% | -0.98% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.30% | — | +0.80% | |
| 19 | DFAI | Dimensional International Co | ETF-其他 | 1.29% | — | -7.08% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | — | -1.11% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.14% | +0.29% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.16% | +0.18% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.09% | — | +0.40% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 1.04% | — | +8.76% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.03% | — | -5.44% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +1.62% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | — | -3.62% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.90% | -0.14% | +1.52% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | +0.12% | -0.73% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | +2.32% | |
| 31 | ✓ | Mastercard Incorporated | 股票-其他 | 0.80% | -0.67% | EXIT | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.73% | — | -4.98% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | +0.20% | -0.52% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.68% | — | -0.21% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.67% | — | -17.74% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +5.63% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | -1.70% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.63% | — | -1.79% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.62% | — | +33.73% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.61% | — | +18.60% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.61% | — | -2.49% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.59% | — | -2.58% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | -1.19% | |
| 44 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.56% | -0.61% | EXIT | |
| 45 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | -1.45% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.51% | -0.14% | -0.29% | |
| 47 | ✓ | First Tr Rising Divd Achiv | 股票-其他 | 0.51% | -0.50% | EXIT | |
| 48 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.49% | — | -4.47% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +0.51% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | -0.12% | +0.13% |