CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 205 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 | FMUN | Fidelity System Muni Bnd ETF | ETF-其他 | 21.80% | +0.22% | -6.53% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 16.37% | +0.62% | +0.28% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.56% | -0.19% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.50% | +0.18% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.13% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.59% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.03% | -0.05% | — | |
| 8 | KLAC | Kla CORP | 股票-科技 | 1.94% | +0.52% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.83% | -0.04% | -2.93% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.74% | -0.16% | — | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.10% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.27% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | — | -0.27% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.12% | -0.06% | -0.27% | |
| 15 | DE | Deere & Co | 股票-工业 | 1.10% | +0.27% | — | |
| 16 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.09% | +0.58% | — | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.94% | — | — | |
| 18 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.91% | — | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.91% | — | — | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.89% | -0.02% | — | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | +0.16% | — | |
| 22 | BLK | Blackrock INC | 股票-金融 | 0.84% | -0.08% | — | |
| 23 | ITW | Illinois Tool Works | 股票-工业 | 0.67% | — | — | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.15% | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.64% | — | +16.48% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.63% | -0.03% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | — | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.57% | -0.15% | — | |
| 29 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.56% | — | — | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | -0.08% | — | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.18% | — | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | — | |
| 33 | PAYX | Paychex INC | 股票-科技 | 0.50% | -0.07% | — | |
| 34 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.49% | — | -13.36% | |
| 35 | RY | Royal Bank Of Canada | 股票-金融 | 0.47% | — | — | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | -0.07% | — | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | — | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | — | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.39% | +0.10% | — | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.37% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | -0.14% | — | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.37% | — | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.05% | — | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.34% | -0.10% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.03% | — | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.33% | — | -25.87% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.28% | +0.10% | — | |
| 48 | USB | US Bancorp | 股票-金融 | 0.28% | — | — | |
| 49 | T | At&t INC | 股票-通信服务 | 0.28% | — | — | |
| 50 | COP | Conocophillips | 股票-能源 | 0.27% | +0.12% | — |