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 | 43.99% | — | -2.42% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 9.98% | — | -3.15% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.32% | — | -5.19% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 5.31% | — | -2.09% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.13% | — | +4.66% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | — | +10.00% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.50% | — | +19.46% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.95% | — | -4.58% | |
| 9 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.87% | — | +1.04% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.58% | — | +8.63% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.51% | — | +9.05% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | — | -2.14% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.14% | — | +27.28% | |
| 14 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.13% | — | -1.66% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | — | +15.93% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.95% | — | — | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 0.86% | — | +2.32% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.82% | — | — | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.75% | — | +11.94% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.58% | — | — | |
| 21 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.54% | — | -40.72% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 0.50% | — | — | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | — | +2.15% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | — | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | — | +2.58% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | +17.97% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.40% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | — | +21.55% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | — | +57.06% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +25.37% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.33% | — | +16.77% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | — | +22.73% | |
| 34 | WEP | Magellan Midstream Partners | 股票-其他 | 0.31% | — | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | +2.39% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | — | +28.36% | |
| 38 | INTU | Intuit INC | 股票-科技 | 0.28% | — | +5.70% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.27% | — | — | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.27% | — | +44.51% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.26% | — | -3.29% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.25% | — | +0.98% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.24% | — | +18.93% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | +16.97% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.23% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.22% | — | — | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.22% | — | +6.41% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.22% | — | -8.44% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.20% | — | — | |
| 50 | ROST | Ross Stores INC | 股票-周期性消费 | 0.20% | — | +0.46% |