CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 309 只）
| # | 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 | VTV | Vanguard Value ETF | ETF-其他 | 15.65% | +0.31% | +6078.84% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.45% | +0.30% | +4971.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 10.87% | +0.64% | +2001.71% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 9.94% | +0.13% | — | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 6.74% | +0.53% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.66% | +0.05% | +20198.07% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.10% | — | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.97% | +0.26% | -8.25% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.58% | +0.40% | -2.76% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.43% | +0.05% | — | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | — | -0.13% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.32% | — | -6.21% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | — | -6.52% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.09% | — | +13.28% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.02% | — | +13.89% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.99% | — | +5.45% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.98% | -0.62% | -22.11% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.27% | +22.65% | |
| 19 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.77% | -0.18% | +2.92% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.69% | — | +7.65% | |
| 21 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.66% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | — | -0.84% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.50% | — | +8.39% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.06% | — | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.48% | — | -19.06% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.47% | — | -1.44% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | — | +2.82% | |
| 28 | ✓ | Ishares | 股票-其他 | 0.39% | — | — | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.38% | — | — | |
| 30 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.37% | +0.06% | +11.02% | |
| 31 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.37% | +0.10% | +11.12% | |
| 32 | XLB | Ss Materials Select Sector | ETF-其他 | 0.37% | — | -1.98% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.35% | — | +34.17% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | +0.25% | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.34% | — | +3.80% | |
| 36 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.34% | — | -4.84% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.34% | +0.06% | +15606.00% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.34% | — | +20.90% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.33% | -0.06% | -0.10% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | +86.19% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.31% | — | +2.22% | |
| 42 | ✓ | Ishares Tr | 股票-其他 | 0.31% | — | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | — | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.30% | — | -50.77% | |
| 45 | COR | Cencora INC | 股票-医疗保健 | 0.30% | — | +118.82% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.29% | -0.04% | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.27% | — | +2.07% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.27% | -0.11% | -1.21% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.26% | — | — |