CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 317 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 | 15.70% | +0.31% | +1.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.79% | +0.30% | +3.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 11.02% | +0.64% | +0.75% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 9.84% | +0.13% | +0.96% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 6.68% | +0.53% | +1.10% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.31% | +0.05% | +4.19% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.06% | +0.26% | -1.45% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.95% | — | +5.11% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.56% | +0.40% | -0.85% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.44% | +0.05% | -0.46% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.30% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | -1.97% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | — | +1.27% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.24% | +0.04% | — | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.22% | — | -10.69% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.62% | -5.24% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.99% | — | -1.41% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 0.95% | — | -8.17% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.85% | — | -2.72% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.27% | -16.13% | |
| 21 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.67% | -0.18% | -6.16% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.66% | — | +8.28% | |
| 23 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.60% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | -4.10% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.49% | — | +0.01% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | — | -1.70% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.06% | — | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.43% | — | -4.91% | |
| 29 | XLB | Ss Materials Select Sector | ETF-其他 | 0.38% | — | -2.02% | |
| 30 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.37% | — | -1.97% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | -2.62% | |
| 32 | ✓ | Ishares | 股票-其他 | 0.35% | — | — | |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.35% | — | +1.70% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | +3.36% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.33% | — | +6.53% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | — | +0.23% | |
| 37 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.33% | — | +2.70% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.33% | +0.06% | +0.09% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.32% | — | +2.55% | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.32% | +0.06% | -6.66% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.31% | +0.10% | -6.57% | |
| 42 | DE | Deere & Co | 股票-工业 | 0.31% | -0.06% | — | |
| 43 | COR | Cencora INC | 股票-医疗保健 | 0.31% | — | +0.31% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.30% | — | +11.33% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | — | +1.01% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | — | — | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.28% | — | -17.38% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.26% | -0.04% | — | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.25% | — | -2.03% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.25% | — | +0.28% |