CIK: 0001692038
申报总市值
US$21.9亿
仅显示前 200 大持股（共 360 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 | 8.33% | -1.13% | -0.17% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.28% | -0.57% | -0.59% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.48% | -0.32% | +2.43% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 5.20% | +0.70% | +1.77% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 4.43% | — | +10.45% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 4.17% | — | -12.42% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.98% | +0.02% | +6.68% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.55% | -0.04% | +0.28% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.17% | -0.01% | -4.69% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.83% | -0.17% | -19.68% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.11% | -0.01% | -8.81% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.92% | — | +2.95% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | -0.26% | -11.88% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | +0.52% | +43.96% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.59% | — | +257.19% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.51% | -0.04% | +595.72% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.38% | -0.50% | +29.74% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | +1.95% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.03% | — | -0.73% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.26% | -44.19% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.93% | +0.19% | +148.97% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | +0.13% | +225.07% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.81% | — | +936.45% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.75% | — | — | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.72% | — | +874.31% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.71% | — | +0.21% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.70% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.10% | -37.12% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.56% | — | +2837.36% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | -11.03% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.53% | — | +4011.01% | |
| 32 | PFS | Provident Financial Services | 股票-其他 | 0.53% | — | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | -6.08% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.50% | — | — | |
| 35 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.50% | — | — | |
| 36 | HUBB | Hubbell INC | 股票-工业 | 0.49% | +0.07% | -1.45% | |
| 37 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.48% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.08% | -41.23% | |
| 39 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 0.42% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | -7.64% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.41% | — | -7.69% | |
| 42 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.41% | — | — | |
| 43 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.41% | — | — | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.39% | — | — | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.37% | +0.16% | +1339.81% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | +0.12% | +120.07% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.36% | -0.13% | -22.23% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.34% | +0.14% | +23.41% | |
| 49 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.33% | +0.19% | — | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.33% | — | -24.61% |