CIK: 0001635633
申报总市值
US$11.8亿
仅显示前 200 大持股（共 521 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 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 11.65% | +2.24% | -4.21% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 10.56% | +0.62% | -52.97% | |
| 3 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 5.68% | +0.75% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.01% | +1.44% | -6.57% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 4.60% | — | -38.92% | |
| 6 | PWR | Quanta Services INC | 股票-工业 | 3.36% | -3.36% | EXIT | |
| 7 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 3.04% | +0.51% | — | |
| 8 | PFG | Principal Financial Group | 股票-金融 | 2.89% | -0.71% | -0.10% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.30% | -2.30% | EXIT | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | +0.51% | -0.49% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.71% | — | -2.45% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.49% | +0.16% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.27% | +0.06% | -0.97% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | — | -4.49% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | +0.16% | +0.69% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.31% | +0.42% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.21% | -1.43% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | +0.12% | -0.48% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.83% | +0.19% | -2.88% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | +0.08% | -2.12% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.12% | -1.00% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.66% | +0.11% | -16.39% | |
| 23 | FAST | Fastenal Co | 股票-工业 | 0.66% | +0.18% | +0.39% | |
| 24 | IVLU | Ishares Msci International V | ETF-其他 | 0.66% | — | -56.64% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.64% | — | -29.69% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.62% | EXIT | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | -0.60% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +2.80% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | -4.92% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | — | +21.93% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | +0.10% | -3.52% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | — | -6.98% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | — | +6.22% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.38% | +0.08% | -4.45% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | — | +10.24% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.36% | +0.09% | -38.66% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | -37.15% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +1.82% | |
| 39 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.31% | — | -51.09% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | +729.90% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | — | +16.42% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | +21.45% | |
| 43 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.29% | — | -0.26% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | — | +33.19% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.28% | — | +2.13% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.26% | +0.14% | -17.64% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.26% | +0.10% | +4.73% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | -1.79% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.24% | +0.29% | -1.97% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | — |