CIK: 0001722641
申报总市值
US$41.8亿
仅显示前 200 大持股（共 484 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 | 18.63% | +0.19% | +0.03% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.27% | +0.31% | +4.59% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.08% | — | -8.26% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.91% | — | +5.89% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.08% | -0.36% | -8.92% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.14% | +0.14% | -3.72% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.65% | -3.25% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.86% | -0.01% | +21.22% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | -0.03% | -1.60% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.69% | — | -19.44% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.44% | — | -3.16% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | — | +0.36% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.22% | +1601.47% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.26% | -0.37% | -13.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | -0.35% | -46.70% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | -24.95% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.94% | — | +2.15% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | — | -2.66% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.11% | -2.56% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | +13.33% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | -0.07% | -2.45% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | +0.19% | +14.01% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | -3.47% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.16% | -10.19% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.63% | — | -7.80% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | -0.11% | -15.90% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.53% | — | +15.07% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.52% | -0.10% | -18.58% | |
| 29 | FNAUSD | Paragon 28 INC | 股票-其他 | 0.49% | — | +53.31% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | — | -2.82% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | -7.21% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | +4.76% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | -0.04% | -8.57% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | -0.16% | -0.47% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | — | -1.87% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.10% | -10.01% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.40% | — | -2.76% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.37% | — | +31.92% | |
| 39 | MBIN | Merchants Bancorp/in | 股票-其他 | 0.37% | +0.06% | +0.31% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.37% | — | -1.41% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.37% | — | -25.88% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.36% | -0.09% | +8.93% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.36% | — | — | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | -4.41% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.35% | -0.07% | -4.58% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.35% | — | +6.38% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.12% | -4.66% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.34% | -0.07% | -3.53% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.33% | -0.03% | -14.49% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.33% | — | +632.37% |