CIK: 0001730610
申报总市值
US$3.4亿
仅显示前 200 大持股（共 841 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 6.13% | — | +7.71% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.94% | +0.35% | +5.16% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.75% | — | +20.85% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.48% | — | +6.42% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 4.04% | — | +4.19% | |
| 6 | DNKN | Dunkin' Brands Group INC | 股票-其他 | 2.50% | — | — | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 2.45% | — | -0.98% | |
| 8 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.81% | — | +1.15% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.12% | -1.74% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.66% | — | +14.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | — | +2.11% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.52% | +0.12% | -2.94% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.45% | — | +9.38% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.25% | — | +16.96% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.20% | — | +56.65% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.54% | -1.63% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.34% | -4.49% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.03% | — | +4.20% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.97% | — | +15.62% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.91% | -0.15% | EXIT | |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.89% | — | +29.34% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | -0.18% | +3.90% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.86% | -0.16% | +101.49% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.80% | +0.25% | +11.66% | |
| 25 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.79% | — | -0.54% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | — | -0.64% | |
| 27 | FIW | First Trust Water ETF | ETF-其他 | 0.68% | — | +2.39% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.65% | — | +0.50% | |
| 29 | FCVT | First Trust Ssi Strategi ETF | ETF-其他 | 0.60% | — | — | |
| 30 | CSX | Csx CORP | 股票-工业 | 0.58% | — | -1.32% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | — | -10.17% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | +11.63% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | +0.14% | +0.20% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.51% | — | -7.95% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.50% | — | +0.73% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | +0.30% | |
| 37 | FEM | First Trust Emerging Markets | ETF-新兴市场 | 0.47% | — | +33.72% | |
| 38 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.46% | — | — | |
| 39 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.46% | — | -4.13% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.44% | — | +2.08% | |
| 41 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.43% | — | -1.47% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.42% | — | -1.52% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.40% | — | -2.62% | |
| 44 | F | Ford Motor Co | 股票-周期性消费 | 0.39% | — | +1.78% | |
| 45 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.38% | — | +155.86% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.38% | +0.08% | NEW | |
| 47 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.38% | — | -9.17% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.37% | — | +133.82% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.36% | — | +0.51% | |
| 50 | CMS | Cms Energy CORP | 股票-公用事业 | 0.34% | — | +1.33% |