CIK: 0001979556
申报总市值
US$3.4亿
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.91% | -0.01% | — | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.15% | +0.03% | — | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 7.93% | -0.10% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 7.22% | -0.40% | — | |
| 5 | HDV | Ishares Core High Dividend E | ETF-其他 | 7.08% | -0.09% | — | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.60% | +0.11% | — | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 3.83% | +0.12% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.79% | -0.12% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.10% | — | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.58% | -0.04% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.54% | -0.03% | — | |
| 12 | TCBK | Trico Bancshares | 股票-其他 | 2.06% | — | — | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.89% | -0.04% | — | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.89% | -0.04% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | — | — | |
| 16 | SHEL | Shell Plc-adr | 股票-能源 | 1.55% | +0.05% | — | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.41% | — | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.18% | — | — | |
| 19 | T | At&t INC | 股票-通信服务 | 1.15% | — | — | |
| 20 | IDRV | Ishares Self-driving Ev&tech | ETF-科技型 | 1.05% | — | — | |
| 21 | MMM | 3m Co | 股票-工业 | 0.91% | — | — | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | +0.17% | — | |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.73% | — | — | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | -0.05% | — | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.69% | — | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.64% | — | — | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | — | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 0.62% | -0.03% | — | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | — | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | -0.03% | — | |
| 31 | NCA | Nuveen California Muni Val | 股票-其他 | 0.57% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | — | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.53% | -0.02% | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.52% | — | — | |
| 35 | FDX | Fedex CORP | 股票-工业 | 0.51% | — | — | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | -0.02% | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | — | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.45% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | -0.03% | — | |
| 43 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.42% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | — | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.40% | — | — | |
| 46 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.38% | — | — | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.37% | — | — | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | — | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.35% | +0.03% | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | — |