CIK: 0001767340
申报总市值
US$4.8亿
仅显示前 200 大持股（共 550 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 7.82% | — | +13.96% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 4.86% | -1.21% | -6.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.55% | +0.90% | +21.61% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.23% | +0.01% | +0.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.94% | -0.07% | -1.36% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.85% | +0.33% | -1.24% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 3.55% | +0.90% | +24.89% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.04% | -0.93% | +8.22% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.01% | — | -1.24% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.97% | -0.08% | +4.68% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.81% | — | +579454.55% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 2.74% | — | — | |
| 13 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.46% | — | -9.70% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.81% | — | +2.72% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.78% | -0.21% | +12.65% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.77% | -0.02% | +1.22% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 1.55% | — | +15.71% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.49% | — | +5.24% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.40% | +0.21% | +127.10% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.23% | — | +2.14% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.20% | +0.01% | +0.95% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | — | +2.32% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.13% | — | -27.37% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 1.05% | — | -6.67% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | — | -0.52% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.04% | — | +3.93% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事业 | 1.01% | — | -1.13% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.98% | +0.03% | -3.28% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.95% | — | +2.67% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.93% | — | +0.68% | |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.92% | — | -4.20% | |
| 32 | SPEU | State Street Spdr Portfolio | ETF-其他 | 0.90% | — | +116.38% | |
| 33 | EBND | State Street Spdr Bloomberg | ETF-其他 | 0.86% | — | +7.23% | |
| 34 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.83% | — | +0.38% | |
| 35 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.76% | — | +2.73% | |
| 36 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.73% | — | -0.99% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.71% | — | -0.79% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | — | +294.84% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | +0.34% | +1.66% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | — | +4.30% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.49% | — | +5.03% | |
| 42 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.49% | — | +4.97% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.46% | — | +9.22% | |
| 44 | AAPL | Apple INC | 股票-科技 | 0.43% | +0.09% | +14.85% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | +259.54% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +0.50% | |
| 47 | CTAS | Cintas CORP | 股票-工业 | 0.41% | — | — | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.39% | — | -11.79% | |
| 49 | ENB | Enbridge INC | 股票-能源 | 0.39% | — | — | |
| 50 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.38% | — | -12.29% |