CIK: 0001631864
申报总市值
US$14.6亿
仅显示前 200 大持股（共 356 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 | 5.00% | -0.52% | -1.76% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.36% | -0.14% | +3.13% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.84% | -0.78% | -7.22% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.39% | +0.10% | +1.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.82% | -0.20% | +2.03% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.75% | +0.12% | +4.37% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.75% | — | +5.05% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.54% | +0.14% | +2.73% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.45% | — | +6.19% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.28% | -0.15% | +5.22% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.23% | +0.19% | +7.10% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.10% | -0.19% | -1.17% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | — | +864.45% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.93% | +0.10% | +1.38% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.93% | -0.16% | +4.49% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | -0.14% | -0.99% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | — | +0.70% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.42% | -0.16% | +6.83% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | -0.14% | +0.81% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | +0.12% | -7.07% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.23% | — | -2.68% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.23% | — | +6.01% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | — | +3.08% | |
| 24 | DFAI | Dimensional International Co | ETF-其他 | 1.16% | — | -1.01% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 1.12% | — | +9.17% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 1.00% | -0.14% | -9.74% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | +0.69% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.92% | +0.12% | -0.74% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.92% | — | +4.65% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | -0.37% | |
| 31 | ✓ | Mastercard Incorporated | 股票-其他 | 0.72% | -0.67% | EXIT | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | +0.20% | +2.01% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.64% | — | -0.38% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.63% | — | +0.04% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.60% | — | +1.95% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +1.68% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | — | -0.68% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.56% | — | +1.88% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.56% | — | +1.63% | |
| 40 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.56% | -0.61% | EXIT | |
| 41 | AXP | American Express Co | 股票-金融 | 0.56% | -0.14% | +0.06% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.56% | — | -2.51% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | +18.59% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | — | +4.35% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.51% | — | +1.45% | |
| 46 | ✓ | First Tr Rising Divd Achiv | 股票-其他 | 0.51% | -0.50% | EXIT | |
| 47 | ITW | Illinois Tool Works | 股票-工业 | 0.50% | — | +0.02% | |
| 48 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.49% | — | +8.00% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | -3.20% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | -3.90% |