CIK: 0001713286
申报总市值
US$1.1亿
仅显示前 200 大持股（共 260 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 24.95% | -1.01% | — | |
| 2 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 12.12% | +0.32% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.77% | +0.82% | — | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.97% | +0.18% | — | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 8.49% | -0.63% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.67% | +0.30% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.05% | -0.29% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.35% | +0.08% | — | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 2.31% | +0.06% | — | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 1.58% | +0.06% | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.16% | -0.05% | — | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.16% | +0.03% | — | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.09% | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.16% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | -0.02% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | -0.02% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | +0.21% | — | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.54% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | -0.03% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.03% | — | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.46% | — | — | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 0.40% | -0.02% | — | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.38% | — | — | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | -0.04% | — | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.35% | -0.02% | — | |
| 26 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.31% | — | — | |
| 27 | AXON | Axon Enterprise INC | 股票-工业 | 0.30% | -0.07% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.27% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.26% | -0.02% | — | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.25% | -0.01% | — | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.23% | -0.04% | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.22% | +0.03% | — | |
| 33 | MCK | Mckesson CORP | 股票-医疗保健 | 0.20% | — | — | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.20% | -0.01% | — | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.18% | +0.04% | — | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.18% | +0.01% | — | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.16% | — | — | |
| 38 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.16% | — | — | |
| 39 | ORI | Old Republic Intl CORP | 股票-金融 | 0.16% | -0.02% | — | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.16% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.14% | +0.11% | — | |
| 42 | NUE | Nucor CORP | 股票-原材料 | 0.14% | — | — | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.13% | -0.02% | — | |
| 44 | PH | Parker Hannifin CORP | 股票-工业 | 0.13% | — | — | |
| 45 | CEG | Constellation Energy | 股票-公用事业 | 0.13% | -0.02% | — | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.13% | -0.02% | — | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.12% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.12% | -0.01% | — | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.12% | — | — |