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 | 46.76% | — | -1.82% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.27% | — | +0.70% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.16% | — | -0.19% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.83% | — | -10.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.26% | — | +0.99% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.27% | — | +2.67% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.12% | — | +4.92% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | — | -0.99% | |
| 9 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.02% | — | +0.02% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.48% | — | -1.92% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.38% | — | +9.52% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.33% | — | — | |
| 13 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.25% | — | -6.77% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.06% | — | -3.02% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.97% | — | -1.18% | |
| 16 | AMGN | Amgen INC | 股票-医疗保健 | 0.82% | — | -0.55% | |
| 17 | EPD | Enterprise Products Partners | 股票-能源 | 0.80% | — | — | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | -1.85% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.68% | — | +0.31% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | — | +8.11% | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | — | +0.07% | |
| 23 | WEP | Magellan Midstream Partners | 股票-其他 | 0.44% | — | — | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | — | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.42% | — | +14.76% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | +1.13% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | — | -0.06% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.33% | — | +0.31% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.32% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | — | +0.36% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | — | -11.03% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | -4.41% | |
| 34 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.27% | — | — | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.26% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | +1.62% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.26% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | -1.74% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.25% | — | -2.81% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.25% | — | +2.94% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | — | +16.66% | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.24% | — | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.24% | — | +19.64% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | -0.21% | |
| 45 | ROST | Ross Stores INC | 股票-周期性消费 | 0.22% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | — | -1.10% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | — | — | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | +0.59% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.18% | — | — | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.17% | — | — |