CIK: 0001631864
申报总市值
US$14.6亿
仅显示前 200 大持股（共 363 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 | 5.29% | -0.52% | -0.88% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.39% | -0.14% | +2.40% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.49% | +0.10% | +3.48% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.78% | -0.65% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.09% | +0.12% | +6.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.05% | — | +3.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.86% | -0.20% | +1.94% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.66% | +0.14% | +214.93% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.57% | — | +2.14% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.38% | -0.15% | +2.81% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.14% | +0.19% | +3.90% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.91% | -0.16% | +0.85% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.86% | -0.19% | +0.62% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | — | -1.28% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.83% | +0.10% | +2.71% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | -0.14% | -0.67% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.63% | — | -0.06% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.44% | -0.16% | +0.44% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.34% | -0.14% | +1.56% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | -0.14% | -0.53% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.31% | — | +6.20% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.18% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | — | +3.94% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | — | +0.61% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.12% | -2.44% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 1.09% | +0.12% | -1.33% | |
| 27 | DFAI | Dimensional International Co | ETF-其他 | 1.04% | — | +0.41% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | — | +0.83% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.88% | — | -0.25% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | — | -0.14% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.80% | — | +9.00% | |
| 32 | ✓ | Mastercard Incorporated | 股票-其他 | 0.77% | -0.67% | EXIT | |
| 33 | AXP | American Express Co | 股票-金融 | 0.65% | -0.14% | -0.76% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.62% | — | +0.06% | |
| 35 | ✓ | First Tr Dow Jones Internet In | 股票-其他 | 0.62% | -0.69% | EXIT | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +0.58% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | +6.63% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.61% | — | -0.55% | |
| 39 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.61% | -0.61% | EXIT | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.61% | — | — | |
| 41 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.58% | — | +6.15% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.58% | — | +1.04% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | +4.03% | |
| 44 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.54% | — | +16.83% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.53% | — | -0.07% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | +2.83% | |
| 47 | ✓ | First Tr Rising Divd Achiv | 股票-其他 | 0.51% | -0.50% | EXIT | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | +0.20% | +0.12% | |
| 49 | ✓ | Tesla, Inc. | 股票-其他 | 0.50% | -0.41% | EXIT | |
| 50 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.49% | — | +0.78% |