CIK: 0001692038
申报总市值
US$21.9亿
仅显示前 200 大持股（共 492 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.16% | -1.13% | +0.32% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.89% | -0.57% | -1.44% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.17% | -0.32% | -0.80% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.82% | — | -1.41% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.53% | +0.70% | +0.81% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.37% | -0.17% | -0.81% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.26% | -0.04% | +8.47% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.22% | -0.01% | -2.96% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.77% | +0.02% | +10.42% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.29% | — | +94.20% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.49% | -0.01% | -1.03% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.11% | — | -0.44% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.03% | -0.26% | +3.81% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.26% | +6.61% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.23% | — | +0.01% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | — | +1.14% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.13% | +0.52% | -1.57% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | -0.21% | +11.38% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | -0.50% | -1.68% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | -0.10% | +3.86% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.87% | — | +0.00% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.85% | — | +0.73% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.77% | — | +5.56% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.08% | +1.27% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | -1.55% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | -0.07% | +5.64% | |
| 27 | HUBB | Hubbell INC | 股票-工业 | 0.59% | +0.07% | -8.68% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | — | -0.83% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.52% | — | +4.97% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | -0.07% | +4.65% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | -0.06% | +4.65% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | -6.14% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.40% | +0.19% | +0.96% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.37% | — | +1.60% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | +10.33% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.37% | -0.13% | +16.56% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.31% | +0.13% | +0.91% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.30% | — | +0.40% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.30% | — | — | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.29% | -0.10% | -3.34% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.28% | — | +0.11% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.28% | -0.18% | -2.11% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.24% | — | -2.16% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.24% | -0.04% | -17.52% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.23% | — | -3.15% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | -0.09% | +2.57% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.22% | — | -0.55% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.22% | — | +4.88% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.22% | — | -11.45% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.21% | — | -0.04% |