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 | 50.88% | — | +1.87% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 9.04% | — | +5.73% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 7.42% | — | -3.74% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.23% | — | -1.80% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.82% | — | +23.25% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.60% | — | -16.71% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.40% | — | -21.93% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.12% | — | -8.64% | |
| 9 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.60% | — | -1.92% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | — | -4.13% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.38% | — | -0.86% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.28% | — | -9.76% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.08% | — | +5.11% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.87% | — | -23.18% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | — | -5.26% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | — | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | -7.54% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.43% | — | — | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.42% | — | -1.51% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | — | -4.36% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 0.38% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | -12.87% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | -13.58% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.34% | — | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.33% | — | -2.48% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | — | -13.64% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.31% | — | — | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.30% | — | +30.98% | |
| 30 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.28% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.28% | — | -4.43% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | -10.62% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.26% | — | — | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | -12.47% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.24% | — | -9.81% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.24% | — | -8.38% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | — | |
| 38 | INTU | Intuit INC | 股票-科技 | 0.23% | — | -7.87% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.22% | — | — | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.20% | — | -12.99% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.20% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | — | -24.92% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.20% | — | -13.73% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.19% | — | -16.40% |