CIK: 0001706915
申报总市值
US$2.0亿
仅显示前 200 大持股（共 205 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 23.75% | -0.95% | — | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 10.01% | +0.35% | — | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.98% | +0.43% | +1.49% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 4.86% | -0.03% | -38.50% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.71% | — | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.91% | — | -21.77% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.84% | +0.05% | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.52% | +0.80% | +6.96% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.47% | +0.24% | -2.18% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.27% | +0.07% | +4.13% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.07% | -0.03% | -15.17% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.91% | — | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.78% | — | — | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.61% | +0.16% | -0.82% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.54% | +0.02% | -6.07% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.53% | +0.06% | — | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.50% | -0.12% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | +0.16% | — | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.20% | — | -7.79% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | -0.32% | +4.37% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.90% | -0.25% | — | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.71% | — | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | — | |
| 24 | CELG | Celgene CORP | 股票-其他 | 0.65% | — | — | |
| 25 | GS | Goldman Sachs Group INC | 股票-金融 | 0.61% | -0.02% | — | |
| 26 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.56% | — | — | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 0.55% | +0.44% | — | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | — | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.12% | — | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | -0.17% | — | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.42% | -0.10% | EXIT | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.05% | — | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | -0.24% | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | -0.05% | — | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.34% | — | — | |
| 37 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.34% | -0.12% | — | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.33% | -0.15% | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | — | |
| 41 | AVGO | Broadcom Inc. | 股票-科技 | 0.31% | — | — | |
| 42 | BCRUSD | Cr Bard INC | 股票-其他 | 0.31% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | — | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.31% | +0.08% | — | |
| 45 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.30% | — | — | |
| 46 | BBTUSD | Bb&t CORP | 股票-其他 | 0.29% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.13% | NEW | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.27% | — | — | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.26% | — | — | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.26% | — | — |