CIK: 0001635633
申报总市值
US$11.8亿
仅显示前 200 大持股（共 387 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 | 22.88% | +0.62% | +0.51% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 13.03% | +2.24% | -11.57% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 7.75% | — | -7.10% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.90% | +1.44% | -6.24% | |
| 5 | PFG | Principal Financial Group | 股票-金融 | 2.77% | -0.71% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | — | +8.99% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.81% | — | -6.06% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.51% | +1.73% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.58% | +0.16% | -0.07% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.29% | +0.06% | -0.14% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.15% | +0.16% | -2.89% | |
| 12 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 1.09% | — | +26.80% | |
| 13 | IVLU | Ishares Msci International V | ETF-其他 | 1.05% | — | +26.98% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | +0.12% | -0.36% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | +0.08% | -8.93% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.80% | +0.19% | -3.92% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.78% | +0.11% | -39.29% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.77% | +0.12% | +0.24% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | +0.31% | +14.80% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.21% | -1.10% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | — | +41.72% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +11.06% | |
| 23 | FAST | Fastenal Co | 股票-工业 | 0.66% | +0.18% | +150.28% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | — | +6.26% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.09% | -11.85% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.56% | — | +12.68% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +14.79% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | — | +0.08% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | -34.27% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | +0.08% | -3.40% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | — | -2.87% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.34% | — | -4.30% | |
| 33 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.32% | — | +14.47% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | — | -3.03% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.31% | — | +19.40% | |
| 36 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.30% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | — | -0.58% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.30% | +0.10% | -4.36% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.29% | — | +8.53% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.29% | — | +10.82% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | — | +10.03% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.26% | — | +37.45% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +8.87% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | — | -2.73% | |
| 45 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 0.26% | — | -26.15% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.26% | +0.08% | +21.75% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.25% | — | -0.33% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.25% | — | +7.45% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | — | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.23% | -0.22% | EXIT |