CIK: 0001722641
申报总市值
US$41.8亿
仅显示前 200 大持股（共 656 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 | 16.36% | +0.19% | -1.41% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.24% | +0.31% | +4.13% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.56% | +0.55% | +3.17% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.07% | -0.36% | -1.36% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.82% | — | -4.73% | |
| 6 | PLD | Prologis INC | 股票-房地产 | 3.54% | +1.50% | +3762.17% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.18% | -0.37% | -1.37% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.04% | +0.14% | -0.87% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.65% | +0.10% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.63% | — | -0.02% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.52% | +0.26% | +2028.68% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.23% | +0.31% | +5.69% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.13% | -0.48% | +913.55% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | -0.22% | +0.39% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.68% | -0.01% | -4.06% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.03% | +0.44% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.36% | +0.19% | +41.72% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.35% | +0.81% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.08% | — | -5.99% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.11% | -0.98% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.86% | +0.16% | +26.94% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | — | +3.67% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | -0.07% | -0.59% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | -0.12% | -7.10% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.16% | +5.34% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | — | -1.66% | |
| 27 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.54% | -0.36% | +63.82% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.11% | +1.10% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | — | -92.67% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.41% | — | +0.48% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | +5.75% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.10% | +24.31% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | — | -0.77% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | +0.44% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.36% | -0.10% | +2.90% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.12% | +1.97% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.32% | -0.07% | +2.27% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | -0.07% | +0.15% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | -0.20% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.31% | — | -0.13% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.30% | -0.03% | +0.28% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.30% | — | +1.72% | |
| 43 | MBIN | Merchants Bancorp/in | 股票-其他 | 0.30% | +0.06% | +0.05% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | — | +87.46% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.27% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.27% | — | +4.62% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.26% | -0.14% | +42.71% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.25% | -0.09% | +7.58% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.24% | — | -11.67% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.24% | -0.03% | -0.84% |