CIK: 0001767340
申报总市值
US$4.8亿
仅显示前 200 大持股（共 549 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 | 6.91% | — | +3.34% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 5.38% | +0.14% | -7.92% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.30% | +0.01% | +13.89% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.15% | +0.33% | +10.75% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.63% | -0.07% | +14.86% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.81% | -0.08% | +20.37% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 3.36% | +0.90% | +35.18% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.93% | -0.93% | -16.45% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.72% | — | +3678.58% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.60% | -0.02% | +12.58% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.57% | +0.03% | +42.23% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 2.56% | — | — | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 2.36% | — | +82624.10% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.30% | +0.21% | +22.06% | |
| 15 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 2.02% | — | +52.40% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.97% | — | +25.82% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.87% | -0.21% | +6.50% | |
| 18 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 1.69% | — | +9.38% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.66% | +0.01% | +15.33% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.61% | — | +257.17% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.44% | — | +12.52% | |
| 22 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.32% | — | +216.17% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.25% | — | -33.86% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.25% | — | +29.41% | |
| 25 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.19% | — | +35.03% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 1.05% | — | -3.43% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.94% | -1.21% | -22.30% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.88% | — | -19.64% | |
| 29 | EBND | State Street Spdr Bloomberg | ETF-其他 | 0.86% | — | +17.84% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.68% | — | +8.63% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.68% | — | +3.54% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.67% | — | -12.75% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.65% | +0.09% | +21.15% | |
| 34 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.64% | — | +10.59% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | +0.34% | +34.91% | |
| 36 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.52% | — | -57.43% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.50% | — | -0.61% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.49% | — | +56.85% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +0.95% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | — | +41.50% | |
| 41 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.44% | — | +0.11% | |
| 42 | CTAS | Cintas CORP | 股票-工业 | 0.42% | — | — | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.38% | — | -56.99% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.38% | — | -72.51% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.36% | — | +71.43% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.34% | — | -38.93% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.33% | — | -35.77% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.33% | — | -0.67% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | -11.83% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.31% | — | +1.56% |