CIK: 0001548784
申报总市值
US$2.9亿
仅显示前 200 大持股（共 1013 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.35% | +0.50% | — | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 9.25% | — | — | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 7.06% | +0.14% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.06% | +0.28% | — | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.09% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.22% | — | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.91% | — | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.32% | +0.40% | — | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.18% | +0.02% | — | |
| 10 | ✓ | Wisdomtree Tr | 股票-其他 | 1.81% | — | — | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.60% | — | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.48% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | +0.43% | — | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.07% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | — | — | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 0.90% | — | — | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.88% | — | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | — | — | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.09% | — | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.87% | — | — | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.86% | -4.10% | EXIT | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | — | — | |
| 24 | NOW | Servicenow INC | 股票-科技 | 0.84% | — | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.80% | — | — | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.66% | -0.23% | — | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 0.65% | — | — | |
| 28 | EA | Electronic Arts INC | 股票-通信服务 | 0.61% | — | — | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.61% | — | +969.73% | |
| 30 | BLKCHF | Blackrock INC | 股票-其他 | 0.60% | — | — | |
| 31 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 0.59% | — | — | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | — | |
| 33 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.58% | — | — | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.55% | +0.09% | NEW | |
| 35 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.55% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | +0.12% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.20% | — | |
| 38 | VFC | Vf CORP | 股票-周期性消费 | 0.52% | +0.35% | NEW | |
| 39 | SE | Sea Ltd-adr | 股票-通信服务 | 0.51% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.16% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | +0.06% | — | |
| 42 | VRRM | Verra Mobility CORP | 股票-其他 | 0.50% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | — | — | |
| 44 | DG | Dollar General CORP | 股票-非周期性消费 | 0.49% | — | — | |
| 45 | AMT | American Tower CORP | 股票-房地产 | 0.46% | — | — | |
| 46 | SBAC | Sba Communications CORP | 股票-房地产 | 0.44% | — | — | |
| 47 | UL | Unilever PLC | 股票-非周期性消费 | 0.43% | -0.10% | EXIT | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.41% | — | — | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.41% | — | — | |
| 50 | EQIX | Equinix INC | 股票-房地产 | 0.38% | — | — |