CIK: 0001631864
申报总市值
US$14.6亿
仅显示前 200 大持股（共 366 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 | 4.69% | -0.52% | +0.22% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.34% | -0.14% | +3.27% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.51% | +0.10% | -0.24% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.99% | — | +3.62% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.98% | +0.12% | +4.88% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.78% | +0.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.76% | -0.20% | +1.40% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | -0.15% | +18.08% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.51% | — | +2.83% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.36% | +0.19% | +4.69% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.04% | +0.10% | +12.30% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.01% | -0.19% | +1.90% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.00% | -0.14% | +0.24% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.74% | +0.14% | -35.84% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.69% | -0.16% | -2.33% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | — | +6.24% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | — | +3.98% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.36% | — | +5.74% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | -0.16% | +5.93% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | +0.12% | -0.16% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.26% | — | +4.93% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | -0.14% | +4.11% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.13% | — | -2.20% | |
| 24 | DFAI | Dimensional International Co | ETF-其他 | 1.13% | — | +1.51% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.09% | — | +2878.53% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | — | +2.49% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 1.04% | +0.12% | -1.68% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.96% | -0.14% | +0.06% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | -0.39% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.92% | — | +12.67% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +0.83% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.84% | — | +4.93% | |
| 33 | ✓ | Mastercard Incorporated | 股票-其他 | 0.81% | -0.67% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | — | +18.46% | |
| 35 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.65% | — | +22.54% | |
| 36 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.65% | -0.61% | EXIT | |
| 37 | AXP | American Express Co | 股票-金融 | 0.61% | -0.14% | +3.69% | |
| 38 | ✓ | First Tr Dow Jones Internet In | 股票-其他 | 0.61% | -0.69% | EXIT | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.60% | — | +0.49% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.60% | — | +0.12% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +2.21% | |
| 42 | BLK | Blackrock INC | 股票-金融 | 0.58% | — | +4.39% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.57% | — | -2.03% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | +3.80% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | -0.09% | |
| 46 | ✓ | First Tr Rising Divd Achiv | 股票-其他 | 0.55% | -0.50% | EXIT | |
| 47 | ✓ | RTX Corporation | 股票-其他 | 0.54% | — | -0.07% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | +0.27% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.51% | — | +4.16% | |
| 50 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.51% | — | +0.62% |