CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2714 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.86% | -0.18% | +11.63% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.23% | -0.17% | +4.68% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.17% | +0.57% | +0.93% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.74% | +0.07% | +6.56% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.48% | — | +2.97% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.49% | — | +5.69% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.62% | +8.96% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.32% | — | +6.49% | |
| 9 | TGT | Target CORP | 股票-周期性消费 | 2.11% | +0.15% | +0.38% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.92% | — | -36.12% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.54% | — | +9.49% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.36% | — | +1.30% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | +0.06% | +2.75% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.11% | +7.55% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.30% | +7.83% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.81% | — | +0.89% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | — | -7.70% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.74% | — | -4.87% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.69% | — | -2.89% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +7.18% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.10% | +6.30% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.58% | — | -16.00% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +4.01% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.56% | -0.16% | +23.47% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +4.48% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.19% | +11.37% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | -0.51% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.49% | — | +1.41% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +6.73% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.45% | — | +15.40% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | -0.08% | +28.10% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | — | +5.31% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | -9.72% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.10% | -16.78% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.40% | — | — | |
| 37 | 9HI | Hillenbrand INC | 股票-其他 | 0.40% | -0.08% | EXIT | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +7.23% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.37% | -0.08% | +0.17% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.14% | +0.60% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.36% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | +1.73% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.33% | +0.10% | +3.26% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | -0.09% | +5.69% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.32% | — | +8.52% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | — | -8.50% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | — | +3.87% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.31% | -0.09% | +10.29% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.30% | — | -5.83% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +12.36% |