CIK: 0001765536
申报总市值
US$78.5亿
仅显示前 200 大持股（共 351 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 24.57% | — | -0.06% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 12.15% | -0.31% | +0.86% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.75% | — | -1.12% | |
| 4 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 3.39% | — | -3.67% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.62% | +0.03% | +0.13% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.28% | — | -1.86% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | — | +42.09% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.12% | +0.01% | +3.17% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.88% | — | +0.96% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.62% | — | +8.06% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.45% | +3.47% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.28% | -0.19% | -4.21% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.08% | — | +6.16% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +1.46% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | +0.10% | +8.29% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | +6.05% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | — | +3.09% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.70% | — | +3.47% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | +0.04% | +109.44% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.06% | +4.02% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 0.63% | +0.11% | +12.38% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | — | +54.87% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | +2.54% | |
| 24 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.54% | — | +11.69% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.54% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +2.27% | |
| 27 | FANG | Diamondback Energy INC | 股票-能源 | 0.49% | — | +507.78% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +5.13% | |
| 29 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.46% | — | +25.95% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.45% | — | +20.72% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.44% | — | -17.05% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.43% | — | +1.26% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.42% | — | +1.70% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | — | +91.33% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +3.19% | |
| 36 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.37% | — | -8.11% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.37% | -0.19% | -3.30% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.36% | — | -42.23% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.35% | — | +1.46% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.35% | +0.01% | -0.46% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +6.59% | |
| 42 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.35% | — | +0.77% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.34% | +0.36% | +62.76% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.34% | +0.38% | +37.40% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.33% | — | -4.72% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.32% | — | -2.76% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.32% | — | +1.62% | |
| 48 | URI | United Rentals INC | 股票-工业 | 0.30% | +0.10% | +8.52% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.29% | — | -0.08% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.28% | — | -0.49% |