CIK: 0001800911
申报总市值
US$2.7亿
仅显示前 200 大持股（共 300 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 | 3.93% | -0.77% | -2.68% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.69% | -0.30% | +24.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.52% | -0.25% | -1.90% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.13% | +0.21% | +6.56% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.61% | +0.06% | +8.72% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.50% | +0.03% | +9.94% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.42% | -0.21% | -2.07% | |
| 8 | INTU | Intuit INC | 股票-科技 | 1.83% | -0.51% | -6.29% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.75% | +0.16% | -0.61% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.62% | — | -3.11% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.35% | +0.47% | +3.16% | |
| 12 | ADBE | Adobe INC | 股票-科技 | 1.34% | -0.14% | -0.31% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.33% | -0.16% | -3.67% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.27% | — | +8.55% | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.22% | — | -1.87% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | -0.79% | +2.14% | |
| 17 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.05% | — | -2.39% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.04% | — | +0.91% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.15% | — | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 1.03% | — | -0.79% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | -0.12% | +0.92% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 1.01% | +0.09% | -2.76% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.00% | +0.03% | +12.50% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.99% | — | -4.71% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | — | — | |
| 26 | ILMN | Illumina INC | 股票-医疗保健 | 0.95% | — | +0.66% | |
| 27 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.93% | — | -6.65% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.92% | — | +4.76% | |
| 29 | PYPL | Paypal Holdings INC | 股票-金融 | 0.92% | — | +0.21% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.07% | -0.48% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | +1.41% | |
| 32 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.87% | — | -12.58% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.86% | — | +20.51% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | -1.82% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | — | +12.68% | |
| 36 | ROL | Rollins INC | 股票-周期性消费 | 0.79% | — | +44.64% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.11% | +0.48% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.69% | — | +274.07% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | — | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.66% | — | -2.69% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.64% | — | +0.04% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +3.03% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.17% | +2.40% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.62% | — | +12.72% | |
| 45 | CI | THE Cigna Group | 股票-医疗保健 | 0.62% | — | -4.04% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.61% | — | -0.06% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | — | +16.43% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | +0.74% | |
| 49 | ENVUSD | Envestnet INC | 股票-其他 | 0.56% | — | -4.65% | |
| 50 | TTC | Toro Co | 股票-工业 | 0.56% | — | — |