CIK: 0001635633
申报总市值
US$11.8亿
仅显示前 200 大持股（共 560 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 | 17.91% | +0.62% | +4.42% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 11.27% | — | +8.48% | |
| 3 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 10.31% | +2.24% | +0.09% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.90% | +1.44% | +12.86% | |
| 5 | PWR | Quanta Services INC | 股票-工业 | 3.61% | -3.36% | EXIT | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.26% | -2.30% | EXIT | |
| 7 | PFG | Principal Financial Group | 股票-金融 | 1.99% | -0.71% | -11.96% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.51% | +5.01% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | — | +12.89% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.35% | — | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.08% | +0.16% | -0.17% | |
| 12 | IVLU | Ishares Msci International V | ETF-其他 | 1.06% | — | +412.00% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.01% | — | +767.87% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.93% | +0.06% | -2.03% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.93% | +0.11% | +113.49% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.83% | +0.16% | +300.94% | |
| 17 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.80% | — | +53.53% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | -0.60% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.31% | +1.77% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.69% | +0.19% | +2.27% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | +0.12% | +0.53% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.65% | +0.08% | +6.52% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.21% | +3.52% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.62% | EXIT | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | +0.12% | +0.69% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | +0.08% | +15.08% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | +6.91% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | +0.09% | +14.64% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +1.26% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +7.91% | |
| 31 | FAST | Fastenal Co | 股票-工业 | 0.38% | +0.18% | +7.14% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | — | +8.08% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.34% | — | -15.97% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | +0.10% | -2.07% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | — | +139.21% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.29% | — | +7.63% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.27% | -0.23% | EXIT | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.26% | — | +3.47% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.24% | — | +7.28% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.24% | — | -6.88% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.24% | +0.29% | -24.66% | |
| 42 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 0.24% | — | -1.96% | |
| 43 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.23% | — | -0.00% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | — | +3.60% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.22% | — | +9.10% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.22% | +0.08% | -0.74% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.21% | — | +5.75% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.20% | -0.22% | EXIT | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.19% | — | +5.28% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.19% | -0.18% | EXIT |