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 | 40.58% | — | +1.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.42% | — | +3.67% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.11% | — | +4.17% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.46% | — | +2.77% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.41% | — | -1.99% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.71% | — | +3.37% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | — | +4.45% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.87% | — | +0.14% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.83% | — | -0.69% | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.66% | — | -0.81% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.59% | — | -1.85% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.45% | — | -3.90% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.34% | — | +2.94% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.02% | — | -3.04% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.97% | — | — | |
| 16 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.95% | — | — | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.88% | — | +21.06% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.87% | — | -1.03% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.79% | — | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.78% | — | +72.38% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.75% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | — | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.66% | — | -0.18% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.55% | — | — | |
| 26 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | — | -0.79% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | — | -1.03% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.39% | — | — | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.38% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | — | -0.75% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.33% | — | — | |
| 33 | INTU | Intuit INC | 股票-科技 | 0.32% | — | -1.68% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | — | -19.87% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | -0.18% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | — | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.28% | — | +30.36% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.28% | — | +0.03% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.25% | — | -44.76% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | — | — | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.24% | — | +38.69% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.24% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | +302.72% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | — | -0.07% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | — | -0.25% | |
| 46 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.22% | — | -26.74% | |
| 47 | WEP | Magellan Midstream Partners | 股票-其他 | 0.21% | — | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.19% | — | -1.30% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.19% | — | — | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.19% | — | — |