CIK: 0001667102
申报总市值
US$3.1亿
仅显示前 200 大持股（共 211 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.78% | — | +3.72% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.67% | -0.51% | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.58% | -0.01% | +0.58% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.26% | -0.09% | +1.77% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.08% | -0.72% | +1.50% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.01% | — | +2.16% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.95% | -0.69% | +0.56% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.63% | +0.56% | +2.09% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.42% | -0.17% | +98.20% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.24% | +0.02% | +3.44% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.90% | — | -1.75% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.05% | +1.14% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.84% | — | -5.95% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.77% | +0.08% | -3.14% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.76% | — | -1.32% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.75% | -0.08% | EXIT | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.75% | +0.25% | +7.93% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.67% | — | +11.76% | |
| 19 | BLKCHF | Blackrock INC | 股票-其他 | 1.60% | — | -1.93% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.58% | — | +36.83% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.48% | +0.32% | +4.07% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.33% | +0.04% | +0.83% | |
| 23 | AMGN | Amgen INC | 股票-医疗保健 | 1.29% | — | -1.63% | |
| 24 | ITW | Illinois Tool Works | 股票-工业 | 1.27% | — | -2.20% | |
| 25 | BTU | Peabody Energy Corporation | 股票-能源 | 1.24% | — | — | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 1.21% | — | +1.11% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | +1.46% | |
| 28 | GOOG | Alphabet A | 股票-通信服务 | 1.00% | — | — | |
| 29 | SYK | Stryker CORP | 股票-医疗保健 | 0.98% | — | -1.53% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.97% | — | +5.93% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | -1.55% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | — | -4.14% | |
| 33 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.90% | — | -1.66% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.89% | +0.09% | -0.61% | |
| 35 | RSG | Republic Services INC | 股票-工业 | 0.87% | — | -2.15% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | +1.25% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | +5.06% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.70% | — | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | -2.82% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | — | +0.15% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | — | -2.13% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.68% | — | +4.82% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.66% | +0.09% | -10.40% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.64% | — | +0.60% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.64% | +0.06% | +11.39% | |
| 46 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.62% | — | -0.71% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.61% | +0.03% | — | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.61% | — | -3.10% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | — | -0.26% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.60% | — | -2.88% |