CIK: 0001626116
申报总市值
US$15.2亿
仅显示前 200 大持股（共 802 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.75% | — | +5.01% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.73% | -0.20% | -4.19% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.61% | -0.27% | +1.10% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.35% | -0.28% | -4.25% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.32% | — | — | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 5.27% | — | — | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 5.23% | — | — | |
| 8 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 3.81% | -0.01% | +756.91% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.75% | -0.81% | |
| 10 | ✓ | Spdr Portfolio S&p 500 Value E | 股票-其他 | 2.54% | -0.10% | +25897.66% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.86% | — | +0.64% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.76% | — | — | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.29% | — | +11.33% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | +0.07% | -2.33% | |
| 15 | ✓ | AbbVie Inc. | 股票-其他 | 0.97% | -0.08% | -4.54% | |
| 16 | ✓ | Accenture plc | 股票-其他 | 0.95% | -0.18% | -5.78% | |
| 17 | ✓ | Alphabet Inc. | 股票-其他 | 0.93% | +0.06% | -1.04% | |
| 18 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.89% | -0.08% | -0.02% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.87% | -0.16% | +0.92% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | -0.11% | +3.76% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 0.79% | — | -0.07% | |
| 22 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.77% | — | +4.03% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | — | -10.16% | |
| 24 | ✓ | Visa Inc. | 股票-其他 | 0.62% | -0.09% | +2.61% | |
| 25 | ELV | Elevance Health INC | 股票-医疗保健 | 0.58% | -0.18% | -7.33% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.58% | — | +16.55% | |
| 27 | LHX | L3harris Technologies INC | 股票-工业 | 0.55% | — | +5.71% | |
| 28 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.55% | — | +4.31% | |
| 29 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | +6.42% | |
| 30 | ✓ | Alphabet Inc. | 股票-其他 | 0.54% | -0.08% | -13.93% | |
| 31 | ✓ | Broadcom Inc. | 股票-其他 | 0.53% | -0.73% | +0.27% | |
| 32 | ✓ | Intercontinental Exchange, Inc. | 股票-其他 | 0.50% | — | +3.86% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | +4.51% | |
| 34 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.49% | — | -5.30% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +4.93% | |
| 36 | ✓ | Cars Com INC | 股票-其他 | 0.48% | — | — | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | +5.49% | |
| 38 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.47% | — | +4.82% | |
| 39 | ✓ | Flexshares Trust Morningstar G | 股票-其他 | 0.46% | — | +33.28% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | +0.46% | |
| 41 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 0.45% | — | +28.76% | |
| 42 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.44% | -0.04% | -9.46% | |
| 43 | ✓ | Medtronic plc | 股票-其他 | 0.44% | — | +3.67% | |
| 44 | ✓ | VSE Corporation | 股票-其他 | 0.43% | — | +8.02% | |
| 45 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.43% | -0.14% | +6.19% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.20% | +2.77% | |
| 47 | DHR | Danaher CORP | 股票-医疗保健 | 0.40% | — | -8.07% | |
| 48 | ADI | Analog Devices INC | 股票-科技 | 0.40% | — | +8.80% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | -16.36% | |
| 50 | ✓ | Equinix, Inc. | 股票-其他 | 0.38% | — | +6.86% |