CIK: 0001766506
申报总市值
US$6.8亿
仅显示前 200 大持股（共 321 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 | AAPL | Apple INC | 股票-科技 | 4.12% | — | -0.29% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.03% | — | -0.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | — | -3.51% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.73% | — | +21.39% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 2.68% | — | +0.17% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.32% | — | -16.91% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.31% | — | +45.38% | |
| 8 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 2.19% | — | +63.15% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.03% | — | +135.97% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.00% | — | +86.20% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.99% | — | — | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.88% | — | -4.28% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.79% | — | -7.46% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.40% | — | +2.43% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.37% | — | +47.76% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | — | -2.69% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.14% | — | +115.19% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.12% | — | +77.25% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.11% | — | +88.27% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.02% | — | +96.75% | |
| 21 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 1.01% | — | +106.33% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | — | +57.32% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.95% | — | -4.26% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.93% | — | +12.03% | |
| 25 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.91% | — | -1.62% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | — | -6.59% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.89% | — | +85.33% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | -5.10% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | — | -6.56% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.83% | — | +28.74% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | — | -3.76% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -5.22% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.67% | — | -5.14% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | — | +2.79% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | -3.41% | |
| 36 | MU | Micron Technology INC | 股票-科技 | 0.58% | — | -0.99% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -4.46% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.58% | — | -9.49% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.54% | — | +30.80% | |
| 40 | MRO* | Marathon Oil CORP | 股票-其他 | 0.53% | — | -0.28% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.52% | — | +3.10% | |
| 42 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.52% | — | -0.37% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | +2.04% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | — | -4.47% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | -7.05% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | -14.62% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | -8.47% | |
| 48 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.49% | — | -7.25% | |
| 49 | IBOC | International Bancshares Crp | 股票-其他 | 0.49% | — | — | |
| 50 | KIM | Kimco Realty CORP | 股票-房地产 | 0.46% | — | — |