CIK: 0001660203
申报总市值
US$10.0亿
仅显示前 200 大持股（共 743 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 | SCHR | Schwab Intermediate-term US | ETF-其他 | 8.21% | — | +31.94% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.60% | — | +4.71% | |
| 3 | ✓ | Ishares Tr | 股票-其他 | 5.02% | — | +0.43% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 3.88% | — | +0.01% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.81% | — | +1.22% | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.39% | — | +8.14% | |
| 7 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 3.34% | — | -14.69% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.88% | — | — | |
| 9 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 2.84% | — | -26.28% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.24% | — | +83.12% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.22% | — | +1.19% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.91% | — | -6.88% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.56% | — | +14406.59% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.42% | — | +24.42% | |
| 15 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.02% | — | -48.57% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | — | -14.66% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.95% | — | -8.12% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.94% | — | -0.61% | |
| 19 | MMM | 3m Co | 股票-工业 | 0.92% | — | +56.52% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | — | +23.59% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | — | +1.54% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.74% | — | +2.89% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.73% | — | -15.88% | |
| 24 | USB | US Bancorp | 股票-金融 | 0.73% | — | -5.57% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.73% | — | -0.94% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.68% | — | +4.20% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.64% | — | -0.44% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +1.57% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | — | -0.50% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +2.63% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | -13.29% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.56% | — | +4.30% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.55% | — | -0.69% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.55% | — | -13.07% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | -9.79% | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.54% | — | -4.59% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | -3.53% | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.54% | — | +31.71% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 0.53% | — | -11.55% | |
| 40 | PFG | Principal Financial Group | 股票-金融 | 0.51% | — | -7.40% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.51% | — | +163.98% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.50% | — | +19.79% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | +6.74% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +5.80% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | -6.16% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | -1.00% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | — | +24.11% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.43% | — | +4.37% | |
| 49 | D | Dominion Energy INC | 股票-公用事业 | 0.42% | — | -2.94% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | +13.38% |