CIK: 0001722641
申报总市值
US$41.8亿
仅显示前 200 大持股（共 2066 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 | 20.42% | +0.19% | +7.80% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.44% | — | +13.81% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.85% | +0.31% | +6.85% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.72% | — | +6.26% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.66% | -0.36% | -1.67% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.51% | +0.14% | +9.32% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.65% | +4.97% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.81% | -0.01% | +12.72% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.68% | -0.22% | +9.54% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.48% | — | -2.77% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.03% | -1.03% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.20% | — | +26.40% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.12% | — | -0.46% | |
| 14 | HRC | Hill-rom Holdings INC | 股票-其他 | 0.87% | — | +3.69% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.11% | +12.63% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.75% | — | +10.26% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.11% | +1.59% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | -0.07% | -3.70% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | +8.57% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | -11.99% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | -0.35% | -1.55% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +1.92% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | -1.22% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | +0.19% | +5.92% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | -0.37% | -0.35% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | -0.04% | -2.84% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.16% | -0.07% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.52% | — | -0.36% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | — | -0.99% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.51% | — | -26.47% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.50% | — | +11.16% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | +28.83% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.07% | -2.41% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.16% | +14.55% | |
| 35 | KE | Kimball Electronics INC | 股票-其他 | 0.39% | — | -0.47% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.38% | — | +0.44% | |
| 37 | ALK | Alaska Air Group INC | 股票-工业 | 0.38% | — | -0.30% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.37% | — | +4.45% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.37% | — | — | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.36% | -0.09% | +15.36% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | -1.34% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.36% | — | +21.16% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.36% | — | +0.52% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.33% | — | +5.74% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.33% | — | +24.33% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.32% | -0.03% | -4.57% | |
| 47 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.30% | — | -0.93% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.30% | — | +82.01% | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.30% | — | +2.60% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.29% | — | +4.90% |