CIK: 0001660203
申报总市值
US$10.0亿
仅显示前 200 大持股（共 1042 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 | 6.33% | — | +2.29% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.73% | — | +13.23% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.65% | — | -8.45% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.62% | — | +3.15% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.11% | — | +1.99% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.07% | — | +10.47% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.02% | — | +12.78% | |
| 8 | ✓ | Ishares | 股票-其他 | 2.90% | — | +2.50% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 2.77% | — | +1.68% | |
| 10 | CMBS | Ishares Cmbs ETF | ETF-其他 | 2.68% | — | +15.99% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.55% | — | +103.73% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.41% | — | -0.01% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.21% | — | +10.90% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.86% | — | +0.29% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.65% | — | +9.87% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.41% | — | -1.45% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.41% | — | +2.21% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | — | -0.39% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.22% | — | +14.74% | |
| 20 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 1.13% | — | -23.26% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.11% | — | +12.34% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.03% | — | +12.41% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.02% | — | +21.49% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | — | -46.96% | |
| 25 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.77% | — | +0.70% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.73% | — | — | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +4.46% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | — | +97.07% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.65% | — | +116.05% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.65% | — | +5.21% | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 0.64% | — | +3.77% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | — | +11.13% | |
| 33 | MDT | Medtronic plc | 股票-医疗保健 | 0.64% | — | -22.17% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | — | +5.38% | |
| 35 | CMI | Cummins INC | 股票-工业 | 0.62% | — | +8.11% | |
| 36 | TGT | Target CORP | 股票-周期性消费 | 0.61% | — | +7.60% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | +1.23% | |
| 38 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.55% | — | +7.19% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | — | -0.48% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | — | +7.30% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +4.01% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | +2.53% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.47% | — | +10.79% | |
| 44 | GAB | Gabelli Equity Trust | 股票-其他 | 0.46% | — | — | |
| 45 | DOV | Dover CORP | 股票-工业 | 0.45% | — | +8.14% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.45% | — | +9.80% | |
| 47 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.45% | — | +6.55% | |
| 48 | PFG | Principal Financial Group | 股票-金融 | 0.44% | — | +8.87% | |
| 49 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.44% | — | +1.88% | |
| 50 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.43% | — | +9.09% |