CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2683 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 | 8.15% | -0.18% | +0.26% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.70% | -0.17% | -0.85% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.97% | +0.57% | +0.11% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.57% | +0.07% | -0.89% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.44% | — | -0.69% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.62% | -1.14% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.61% | +0.06% | +109.40% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | — | -0.30% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.20% | — | -1.85% | |
| 10 | TGT | Target CORP | 股票-周期性消费 | 1.58% | +0.15% | -1.06% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.44% | — | -20.48% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.44% | — | -1.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.40% | — | -0.58% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | -0.30% | +2.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | -0.11% | -0.54% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.10% | +0.54% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.80% | — | -0.58% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.78% | — | +2.04% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.71% | — | -1.40% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -1.68% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | -0.16% | +1.67% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -0.77% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | — | +2.31% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | +0.82% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.08% | +0.99% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | — | -0.79% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.51% | — | -11.26% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | -0.74% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.19% | -2.04% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.10% | +16.96% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.47% | — | +1.41% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | — | -0.77% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +9.42% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | -0.09% | +3.74% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.14% | -1.15% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | — | -5.83% | |
| 37 | 9HI | Hillenbrand INC | 股票-其他 | 0.41% | -0.08% | EXIT | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.38% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | — | -2.98% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -1.04% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.37% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | — | -1.22% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | -0.08% | -0.09% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.32% | — | -2.32% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.32% | -0.09% | +0.79% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.32% | -0.09% | -0.33% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | — | -3.29% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.29% | +0.06% | +2.57% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | -1.58% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.28% | — | -1.12% |