CIK: 0001767340
申报总市值
US$4.8亿
仅显示前 200 大持股（共 679 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 | FISR | Ss Fi Sector Rotation | ETF-其他 | 6.23% | -0.68% | +3.76% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.89% | +0.33% | +2.67% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.51% | +0.01% | +3.76% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.76% | -0.07% | +2.64% | |
| 5 | XLSR | Ss US Sector Rotation | ETF-其他 | 4.69% | -0.07% | -2.30% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.27% | +0.90% | -38.07% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.09% | -0.08% | +4.52% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.88% | -0.93% | +16.81% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.71% | -0.02% | +3.54% | |
| 10 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 2.12% | — | +0.81% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.06% | — | +3.70% | |
| 12 | SPEU | State Street Spdr Portfolio | ETF-其他 | 1.99% | — | +234.74% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.97% | -0.21% | +4.74% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.94% | +0.21% | -12.29% | |
| 15 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 1.94% | — | +3.22% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.91% | +0.48% | +66.56% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.86% | +0.01% | +3.34% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.63% | +0.03% | -26.88% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.49% | — | +2.27% | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.49% | — | +4.70% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.41% | — | +4.13% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.41% | -1.21% | +11.23% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 1.24% | — | +0.22% | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.23% | — | +50.88% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.15% | -0.27% | EXIT | |
| 26 | AAPL | Apple INC | 股票-科技 | 1.06% | +0.09% | +1.81% | |
| 27 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.06% | — | +5.94% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.05% | — | +2.04% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.04% | — | -0.48% | |
| 30 | CTAS | Cintas CORP | 股票-工业 | 0.95% | — | -1.55% | |
| 31 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.82% | — | +8.41% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.80% | — | +29.08% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | +0.34% | +16.92% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.77% | — | +21.93% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | — | +1.02% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | — | +3.12% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.46% | +0.07% | +22.88% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | +0.15% | +6.99% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | +0.09% | +1.79% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.41% | -0.14% | +13.95% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.39% | — | +5995.83% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.39% | — | +46.11% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.38% | — | -17.54% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | +0.72% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.29% | — | +2.59% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.27% | — | +6.90% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.24% | — | -8.18% | |
| 48 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.24% | — | +5.40% | |
| 49 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.24% | — | -7.28% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | — | +30.01% |