CIK: 0001667102
申报总市值
US$3.1亿
仅显示前 200 大持股（共 214 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 | 3.95% | — | +1.08% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.74% | -0.51% | -1.61% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.18% | -0.09% | -0.33% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.05% | -0.01% | -1.71% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.94% | -0.72% | -0.15% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.82% | +0.56% | +0.03% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.75% | -0.69% | -1.68% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.51% | — | -8.22% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.29% | +0.02% | +1.32% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.99% | -0.17% | -12.27% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.92% | — | +30.46% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.86% | +0.32% | +21.32% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.05% | -0.94% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.79% | — | -1.63% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.78% | +0.08% | -4.28% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.75% | — | -0.49% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | +0.25% | +0.35% | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.65% | — | -2.97% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.62% | -0.08% | EXIT | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.56% | — | -0.90% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.53% | — | -2.77% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.37% | +0.04% | +0.45% | |
| 23 | AMGN | Amgen INC | 股票-医疗保健 | 1.32% | — | +0.02% | |
| 24 | BTU | Peabody Energy Corporation | 股票-能源 | 1.29% | — | — | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 1.28% | — | -1.82% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 1.12% | — | -1.05% | |
| 27 | GOOG | Alphabet A | 股票-通信服务 | 1.11% | — | +0.09% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.96% | +0.09% | +1.02% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.95% | — | +1.94% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | — | -0.22% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | — | +0.11% | |
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 0.91% | — | -0.45% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.90% | — | -0.40% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.89% | — | +0.34% | |
| 36 | RSG | Republic Services INC | 股票-工业 | 0.85% | — | +0.76% | |
| 37 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.84% | — | -0.02% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.75% | +0.09% | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | -0.90% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.73% | +0.06% | +4.56% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.71% | — | +3.38% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.70% | — | — | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | -0.56% | |
| 44 | ✓ | Goldman Sachs Group | 股票-其他 | 0.64% | — | +1.27% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | — | -3.48% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.63% | — | +1.17% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.62% | — | -20.78% | |
| 48 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.61% | — | -0.67% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | — | +0.62% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | — | -0.62% |