CIK: 0001909805
申报总市值
US$2.8亿
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 17.26% | -1.83% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.32% | -0.20% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.12% | +0.02% | — | |
| 4 | DE | Deere & Co | 股票-工业 | 6.18% | +0.80% | — | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.83% | -0.13% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.24% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.55% | — | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.19% | — | — | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.11% | +0.14% | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.17% | — | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.81% | +0.19% | — | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.92% | — | — | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.70% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.61% | — | — | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.58% | — | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.48% | — | — | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.06% | — | — | |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.03% | — | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.02% | — | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.99% | — | — | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.91% | +0.03% | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | +0.05% | — | |
| 23 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.76% | +0.03% | — | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.75% | — | — | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | +0.06% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | — | |
| 29 | PLD | Prologis INC | 股票-房地产 | 0.62% | — | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | -0.07% | — | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.61% | — | — | |
| 32 | HNI | Hni CORP | 股票-其他 | 0.58% | -0.05% | — | |
| 33 | WPC | Wp Carey INC | 股票-房地产 | 0.56% | — | — | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.55% | — | — | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.53% | +0.18% | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | — | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | — | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.14% | — | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.48% | — | — | |
| 40 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.47% | — | — | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | +0.11% | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | — | |
| 43 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.40% | +0.04% | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | — | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | — | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.36% | — | — | |
| 48 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.36% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | — |