CIK: 0001706915
申报总市值
US$2.0亿
仅显示前 200 大持股（共 367 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 | 24.21% | -0.95% | -4.89% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 12.96% | — | -0.02% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.68% | +0.35% | -6.93% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.59% | +0.43% | -10.36% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.47% | -0.03% | -15.76% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.25% | -10.78% | |
| 7 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.25% | +0.02% | -7.41% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.55% | -0.32% | -11.96% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.03% | +0.16% | -7.02% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.83% | — | -8.03% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | +0.07% | -18.22% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.66% | — | -3.78% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.44% | -0.15% | -5.27% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | +0.37% | -10.15% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.33% | +0.24% | -9.65% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.42% | -11.34% | |
| 17 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.09% | -0.05% | -8.17% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 1.07% | +0.44% | +137.60% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.05% | -0.17% | +1677.05% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | +0.06% | -15.01% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | +0.80% | -2.63% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.93% | +0.16% | -9.51% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | +0.05% | — | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.82% | — | — | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.80% | -0.12% | -4.31% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | -13.12% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.69% | — | -5.45% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.68% | -0.12% | -15.64% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | -0.08% | -13.68% | |
| 30 | UL | Unilever PLC | 股票-非周期性消费 | 0.64% | — | — | |
| 31 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.63% | — | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.24% | -7.24% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.53% | -0.02% | -16.26% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | -18.15% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.40% | — | -10.38% | |
| 36 | DBC | Invesco Db Commodity Index T | ETF-避险与商品 | 0.36% | +0.04% | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.05% | -23.05% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -14.24% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.34% | -0.03% | -9.86% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | -12.50% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | +0.05% | -17.37% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.29% | -0.05% | -19.20% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.28% | -0.05% | +1701.23% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | — | -12.85% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.27% | — | -13.94% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.27% | — | -20.10% | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.25% | — | — | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.24% | — | -7.27% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.23% | — | -16.26% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.23% | — | — |