CIK: 0001744073
申报总市值
US$20.7亿
仅显示前 200 大持股（共 307 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 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 8.09% | — | — | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 8.01% | — | -27.53% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.50% | — | -3.43% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.48% | — | +27.87% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.89% | — | -2.02% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.66% | — | -14.38% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 4.42% | — | +1988.95% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.07% | — | -25.96% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.40% | — | +1118.28% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.28% | — | +4921.84% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.00% | — | +2.29% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.80% | — | +5.40% | |
| 13 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 2.67% | — | -0.45% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.57% | — | -6.09% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.41% | — | — | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.37% | — | -1.57% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.35% | — | -23.56% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.80% | — | -43.01% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.33% | — | +103.92% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.21% | — | -2.15% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 1.07% | — | -12.64% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.97% | — | -0.17% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.64% | — | -62.25% | |
| 24 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.64% | — | +28.76% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.62% | — | +23.22% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | — | +11.10% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | — | +2.26% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.58% | — | +2381.03% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | — | -16.70% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.44% | — | -6.46% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | — | -1.64% | |
| 32 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.40% | — | -38.51% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | — | +23.89% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.36% | — | — | |
| 35 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.35% | — | -43.26% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | — | -51.60% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.35% | — | -64.75% | |
| 38 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.32% | — | -50.05% | |
| 39 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.31% | — | — | |
| 40 | PID | Invesco International Divide | ETF-其他 | 0.30% | — | -42.72% | |
| 41 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 0.30% | — | -12.92% | |
| 42 | ACEL | Accel Entertainment INC | 股票-其他 | 0.30% | — | +0.02% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.30% | — | -17.31% | |
| 44 | MRO* | Marathon Oil CORP | 股票-其他 | 0.27% | — | — | |
| 45 | DVN | Devon Energy CORP | 股票-能源 | 0.27% | — | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.27% | — | +1.16% | |
| 47 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.25% | — | — | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.24% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.21% | — | -0.45% | |
| 50 | FXC | Invesco Currencyshares Canad | ETF-其他 | 0.21% | — | — |