CIK: 0001722641
申报总市值
US$41.8亿
仅显示前 200 大持股（共 1695 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 18.31% | +0.19% | +3.82% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.84% | +0.31% | +8.10% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.43% | — | +6.89% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.08% | — | +3.16% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.26% | -0.36% | -0.71% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.77% | +0.14% | +6.25% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.04% | -0.01% | +2.11% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.65% | +1.50% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | -0.03% | -0.70% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.61% | — | +2.35% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.49% | — | +0.42% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.30% | — | +0.57% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.11% | +2.04% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | -0.22% | +18.56% | |
| 15 | HRC | Hill-rom Holdings INC | 股票-其他 | 0.95% | — | -2.16% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.94% | — | +4.34% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.81% | -0.04% | -2.04% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.11% | +1.87% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | — | +4.16% | |
| 20 | T | At&t INC | 股票-通信服务 | 0.73% | — | -4.15% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | — | +2.67% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | -0.45% | |
| 23 | ALK | Alaska Air Group INC | 股票-工业 | 0.69% | — | +0.97% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.35% | +4.44% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | +0.08% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.07% | +6.41% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | — | +2.34% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.37% | +15.61% | |
| 29 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.58% | — | +1.74% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | -1.53% | |
| 31 | KE | Kimball Electronics INC | 股票-其他 | 0.54% | — | +6.16% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.52% | — | +1.76% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.51% | -0.07% | +4.47% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | — | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.48% | — | +3.44% | |
| 36 | BUSD | Barnes Group INC | 股票-其他 | 0.46% | — | — | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.46% | — | +7.39% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.45% | — | +3.45% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | -0.16% | +4.69% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | +0.19% | +14.03% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.42% | — | -1.33% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.41% | — | +29.45% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.40% | -0.03% | -0.88% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | — | -8.76% | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.38% | — | -3.20% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.35% | — | +3.03% | |
| 47 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.34% | — | -3.33% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | -0.06% | +3.37% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.32% | — | +21.92% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.32% | — | +5.52% |