CIK: 0001641652
申报总市值
US$5.2亿
仅显示前 200 大持股（共 274 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 | 6.62% | — | +6.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.55% | — | +1.84% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.95% | — | +1.32% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.59% | — | +1.53% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.25% | — | +5.52% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.10% | — | -11.78% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.03% | — | +3.07% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.93% | — | +11.73% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.82% | — | +4.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | — | +3.71% | |
| 11 | NEE | Nextera Energy INC | 股票-公用事业 | 1.64% | — | +5.83% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | — | +0.55% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.52% | — | +1.35% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.43% | — | +9.51% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | — | +6.48% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.34% | — | +3.50% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 1.34% | — | +11.04% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | -1.13% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.09% | — | +0.94% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | — | +0.69% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | — | -1.28% | |
| 22 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 1.02% | — | +2.17% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.97% | — | +0.57% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | — | +10.54% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.94% | — | +6.42% | |
| 26 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.91% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | — | +1.64% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.87% | — | +15.92% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.86% | — | +1.91% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | — | +6.16% | |
| 31 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.80% | — | +0.08% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.77% | — | -0.03% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.74% | — | +8.72% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.74% | — | — | |
| 35 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 0.73% | — | +0.38% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.69% | — | +3.99% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | — | +60.00% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | — | +8.73% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | +13.66% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | — | +8.10% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.64% | — | -0.12% | |
| 42 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.59% | — | -0.21% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.59% | — | -10.55% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.58% | — | -3.89% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.57% | — | +2.84% | |
| 46 | AKAM | Akamai Technologies INC | 股票-科技 | 0.56% | — | -0.01% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | — | +14.89% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | — | +4.87% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | — | +0.38% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.46% | — | -3.77% |