CIK: 0001635633
申报总市值
US$11.8亿
仅显示前 200 大持股（共 524 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 18.42% | +0.62% | -2.05% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 11.56% | — | -1.15% | |
| 3 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 9.76% | +2.24% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.50% | +1.44% | -3.61% | |
| 5 | PWR | Quanta Services INC | 股票-工业 | 3.35% | -3.36% | EXIT | |
| 6 | PFG | Principal Financial Group | 股票-金融 | 2.61% | -0.71% | -0.04% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.70% | -2.30% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | +9.23% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.38% | +0.11% | -2.00% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.37% | — | -1.20% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.51% | +24.48% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.05% | +0.06% | -0.00% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | +0.16% | — | |
| 14 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.86% | — | +1.37% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | +0.12% | -1.08% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | -0.60% | EXIT | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.69% | +0.08% | -1.10% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.21% | -6.35% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.31% | +20.83% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | — | +16.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.62% | EXIT | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | +0.12% | -6.32% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.50% | +0.29% | +38.38% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | — | +23.98% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.45% | +0.19% | +14.22% | |
| 26 | FAST | Fastenal Co | 股票-工业 | 0.43% | +0.18% | +0.03% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | -8.27% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.38% | +0.09% | +0.42% | |
| 29 | IVLU | Ishares Msci International V | ETF-其他 | 0.37% | — | +13.28% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +4.18% | |
| 31 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.35% | — | — | |
| 32 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.32% | — | -37.77% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.31% | — | -0.87% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | +0.10% | -3.36% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | — | -11.53% | |
| 36 | SPSC | Sps Commerce INC | 股票-科技 | 0.30% | — | +24.74% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | — | -17.48% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.27% | — | -15.77% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.27% | +0.08% | +69.94% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.26% | — | +169.27% | |
| 41 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.26% | — | +9.71% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.25% | -0.21% | EXIT | |
| 43 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 0.25% | — | -0.42% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.25% | — | +0.93% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | -1.55% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.24% | — | +5.40% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.24% | — | -97.99% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.24% | — | +3.36% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | +0.08% | +1.41% | |
| 50 | CHE | Chemed CORP | 股票-医疗保健 | 0.22% | — | +7.92% |