CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2733 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 | 9.42% | -0.18% | +7.13% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.45% | +0.57% | +10.13% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.14% | -0.17% | -2.88% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.30% | — | +5.33% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.29% | +0.07% | +9.78% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.62% | -0.06% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | -0.10% | +0.18% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.35% | — | +5.96% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.13% | +0.06% | +0.86% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.97% | — | +7.97% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | -0.30% | +1.38% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.85% | — | -0.19% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | -0.11% | +0.15% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.26% | — | +2.01% | |
| 15 | TGT | Target CORP | 股票-周期性消费 | 1.14% | +0.15% | -0.47% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | -0.08% | +0.40% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.88% | -0.16% | +9.76% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.80% | -0.09% | +0.67% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | -1.94% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.76% | — | +2.58% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -0.15% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -3.12% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.61% | — | -0.29% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | -0.09% | -5.91% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | -3.81% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.50% | — | +90.41% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.14% | -5.06% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +1.35% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | -1.66% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.19% | -2.19% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | — | -0.06% | |
| 32 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.39% | — | +4.56% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | — | -1.96% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +4.61% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.38% | +0.08% | -2.20% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | +0.06% | -1.21% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.38% | -0.09% | +0.08% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.35% | — | +0.67% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.32% | — | — | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.30% | — | +28.73% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.30% | +0.07% | +3.47% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.28% | — | +1.69% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.27% | — | +0.26% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.27% | — | +118.37% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.27% | — | -0.26% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.27% | — | -43.18% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.26% | — | +0.14% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | +0.70% | |
| 49 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.24% | — | -0.60% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.24% | — | +1.52% |