CIK: 0001722638
申报总市值
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| # | 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 | 49.15% | — | -0.93% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.79% | — | +4.41% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 8.16% | — | -1.90% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.60% | — | +1.64% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.37% | — | -0.06% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.01% | — | -0.98% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.63% | — | -1.78% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.26% | — | -3.21% | |
| 9 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.68% | — | +0.31% | |
| 10 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.61% | — | -2.15% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.51% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | — | -0.37% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.16% | — | -2.17% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.05% | — | +3.14% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | — | +3.01% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | -1.76% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | -5.05% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | — | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 0.42% | — | -0.33% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.39% | — | +0.27% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | — | +2.76% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.33% | — | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | — | +5.93% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | +3.84% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.29% | — | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | -5.01% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.27% | — | +2.09% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.27% | — | +7.54% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +2.79% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.26% | — | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | — | +5.25% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | +3.50% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.24% | — | +1.28% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.23% | — | -47.09% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | -0.70% | |
| 36 | INTU | Intuit INC | 股票-科技 | 0.21% | — | +0.63% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.21% | — | +3.15% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | — | +3.94% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.20% | — | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.20% | — | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.20% | — | — | |
| 42 | ROST | Ross Stores INC | 股票-周期性消费 | 0.19% | — | +1.41% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.19% | — | — |