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 | 47.02% | — | -5.55% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 10.21% | — | -0.39% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 7.13% | — | +159.51% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.24% | — | -9.02% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.34% | — | -14.65% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.29% | — | -1.90% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.25% | — | +3.14% | |
| 8 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.96% | — | +0.13% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.59% | — | +304.21% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | — | +1.13% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.46% | — | +19.43% | |
| 12 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.45% | — | -0.85% | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.12% | — | — | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.09% | — | +2.36% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.76% | — | +0.13% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | — | +4.15% | |
| 17 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.67% | — | +49.46% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +3.94% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.46% | — | — | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 0.43% | — | +0.46% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.43% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +0.05% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.37% | — | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.33% | — | — | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.33% | — | +50.98% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.32% | — | — | |
| 29 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.32% | — | +5.20% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.27% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.27% | — | +15.60% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +2.56% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | — | -15.12% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.25% | — | -0.85% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | — | |
| 36 | INTU | Intuit INC | 股票-科技 | 0.23% | — | -1.10% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.22% | — | +3.31% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | — | -4.67% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | — | -0.68% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.21% | — | -31.32% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.21% | — | -5.04% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.20% | — | — | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.20% | — | -0.72% |