CIK: 0001780607
申报总市值
US$7.2亿
仅显示前 200 大持股（共 359 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.86% | — | -17.01% | |
| 2 | LEG | Leggett & Platt, Incorporated | 股票-周期性消费 | 4.26% | — | +152.67% | |
| 3 | HYI | Western Asset High Yield Opportunity Fund Inc. | 股票-其他 | 3.34% | — | +317.74% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 2.94% | — | -24.03% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.86% | — | -37.08% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.46% | — | +126.24% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | — | -5.83% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.49% | — | +1094.58% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.41% | — | +2.83% | |
| 10 | MATX | Matson INC | 股票-工业 | 1.40% | — | — | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.36% | — | -1.99% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | — | -2.79% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.15% | — | -0.68% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | — | -2.04% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.06% | — | — | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | — | -1.10% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | — | -2.49% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.88% | — | -1.18% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.84% | — | -3.66% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 0.82% | — | +0.56% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | — | -12.72% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.78% | — | -3.12% | |
| 23 | UTXZ | United Tech CORP | 股票-其他 | 0.76% | — | +1.45% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | — | -1.07% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.74% | — | -9.44% | |
| 26 | NEE | Nextera Energy INC | 股票-公用事业 | 0.69% | — | -1.52% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | -2.47% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | -1.76% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 0.66% | — | -26.08% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | +41.38% | |
| 31 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.65% | — | — | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.63% | — | -3.14% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | -7.48% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | -4.84% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | — | -33.34% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | -2.46% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | — | -14.31% | |
| 38 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.48% | — | -1.11% | |
| 39 | TEL | TE Connectivity plc | 股票-科技 | 0.47% | — | — | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.46% | — | +8.70% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | — | -0.25% | |
| 42 | TWTRUSD | Twitter INC | 股票-其他 | 0.43% | — | -0.93% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | -13.56% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | — | -0.90% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.41% | — | -1.94% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -1.83% | |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.39% | — | -1.87% | |
| 48 | ✓ | 股票-其他 | 0.39% | — | -11.86% | ||
| 49 | USB | US Bancorp | 股票-金融 | 0.38% | — | -1.57% | |
| 50 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.38% | — | +16.97% |