CIK: 0001800911
申报总市值
US$2.7亿
仅显示前 200 大持股（共 385 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 | MSFT | Microsoft CORP | 股票-科技 | 4.34% | -0.77% | -5.83% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.09% | -0.25% | +25.79% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.91% | +0.21% | -40.22% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.63% | +0.47% | +74.54% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.52% | -0.30% | +36.97% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.20% | +0.03% | -0.31% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.04% | +0.16% | -0.64% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.01% | +0.06% | -20.90% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.94% | — | -1.12% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.82% | -0.21% | -2.82% | |
| 11 | INTU | Intuit INC | 股票-科技 | 1.77% | -0.51% | -1.21% | |
| 12 | AMGN | Amgen INC | 股票-医疗保健 | 1.65% | — | -4.54% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.16% | +0.56% | |
| 14 | ADBE | Adobe INC | 股票-科技 | 1.26% | -0.14% | +0.06% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.24% | +0.09% | -1.72% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | +0.07% | +0.60% | |
| 17 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.12% | — | -0.81% | |
| 18 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.12% | — | -7.71% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.09% | -0.12% | +0.81% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 1.08% | — | -0.56% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.06% | — | +97.40% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.02% | — | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.02% | — | -13.17% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.95% | -0.15% | -2.57% | |
| 25 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.91% | — | +0.46% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | — | +0.03% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.11% | -1.00% | |
| 28 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.89% | — | -4.10% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.89% | — | +5.10% | |
| 30 | CI | THE Cigna Group | 股票-医疗保健 | 0.88% | — | -9.58% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.85% | — | +1.89% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.84% | — | -23.93% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.84% | — | +14.81% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | -0.79% | -7.65% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.82% | +0.03% | +5.78% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | — | -11.90% | |
| 37 | ROL | Rollins INC | 股票-周期性消费 | 0.79% | — | -8.63% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.76% | — | +9.57% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +4.09% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.74% | — | -1.11% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.67% | — | -7.02% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.66% | — | -2.54% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | +7.90% | |
| 44 | ENVUSD | Envestnet INC | 股票-其他 | 0.61% | — | -4.12% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | — | -41.93% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.17% | — | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | +2.20% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | — | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.56% | — | -7.99% |