CIK: 0001733082
申报总市值
US$11.4亿
仅显示前 200 大持股（共 460 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 | SCHW | Schwab (charles) CORP | 股票-金融 | 10.20% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.81% | -0.48% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.63% | — | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.21% | — | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.14% | — | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.92% | — | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.91% | — | — | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.80% | — | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.61% | — | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.29% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -1.05% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.00% | — | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.72% | -0.41% | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | -0.24% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.23% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.12% | — | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.30% | — | — | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.26% | -0.06% | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | +0.29% | — | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.24% | — | — | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | — | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.11% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.06% | -0.10% | — | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.18% | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.98% | -0.05% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.20% | — | |
| 27 | HON | Honeywell International INC | 股票-工业 | 0.95% | +0.05% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | — | — | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | +0.11% | — | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | — | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.23% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | +0.05% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.66% | — | — | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.63% | — | — | |
| 38 | AVGO | Broadcom Inc. | 股票-科技 | 0.63% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | — | — | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.56% | — | — | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | — | — | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.53% | -0.09% | — | |
| 43 | RTN1USD | Raytheon Company | 股票-其他 | 0.52% | — | — | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.51% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +2.14% | — | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | -0.07% | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.46% | +1.24% | — | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.45% | — | — | |
| 49 | USB | US Bancorp | 股票-金融 | 0.44% | — | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | +0.09% | — |