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 | 35.48% | — | +0.33% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 8.28% | — | +14.90% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 7.64% | — | +2.41% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.65% | — | +1.06% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.25% | — | -0.52% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | — | -0.13% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.22% | — | +1.89% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.60% | — | +2.48% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.28% | — | +2.68% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.13% | — | +3.99% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.35% | — | -0.78% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.35% | — | +0.24% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.10% | — | +0.29% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | — | +2.62% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.99% | — | -4.04% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | — | +0.12% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.82% | — | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | — | -1.61% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.75% | — | +1.11% | |
| 20 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.72% | — | -0.13% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | — | +0.10% | |
| 22 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.62% | — | +0.81% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.55% | — | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.48% | — | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | +2.30% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | — | +1.83% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.42% | — | +1.78% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | — | +2.59% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | — | -1.12% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.40% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -0.28% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | — | — | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.32% | — | — | |
| 34 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.32% | — | +0.45% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.30% | — | +1.12% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.29% | — | -2.20% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.28% | — | -0.55% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | — | -0.92% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | — | +2.15% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.26% | — | -6.74% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.25% | — | — | |
| 42 | WEP | Magellan Midstream Partners | 股票-其他 | 0.25% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | — | +0.12% | |
| 44 | INTU | Intuit INC | 股票-科技 | 0.23% | — | — | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.22% | — | -0.44% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | — | +0.57% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.21% | — | -0.07% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | +0.84% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.19% | — | +5.62% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.19% | — | +2.72% |