CIK: 0001660203
申报总市值
US$10.0亿
仅显示前 200 大持股（共 1038 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 | 6.86% | — | +4.55% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.73% | — | +8.92% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.74% | — | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.55% | — | +2.74% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.22% | — | +6.28% | |
| 6 | ✓ | Ishares | 股票-其他 | 3.21% | — | +3.49% | |
| 7 | CMBS | Ishares Cmbs ETF | ETF-其他 | 3.07% | — | +10.82% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.04% | — | -2.65% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 2.96% | — | +4.20% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.82% | — | +2.97% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.33% | — | +3.44% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.25% | — | +10.93% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.15% | — | +8.49% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.66% | — | +0.97% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.56% | — | +2.64% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.49% | — | -1.78% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.37% | — | +4.51% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.18% | — | +9.15% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | — | -0.22% | |
| 20 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 1.11% | — | +2.08% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.11% | — | +3.24% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.04% | — | -4.12% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.90% | — | +5.31% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | -0.89% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | — | +4.70% | |
| 26 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.74% | — | +2.64% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.73% | — | +10.67% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | — | +5.26% | |
| 29 | HON | Honeywell International INC | 股票-工业 | 0.66% | — | +53.07% | |
| 30 | CMI | Cummins INC | 股票-工业 | 0.62% | — | +0.37% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | +2.90% | |
| 32 | TXN | Texas Instruments INC | 股票-科技 | 0.60% | — | +3.69% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.58% | — | -9.51% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | — | -2.97% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 0.57% | — | +2.85% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +3.83% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.51% | — | +8.17% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.50% | — | -25.59% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.48% | — | -5.60% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.48% | — | -7.45% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | +2029.40% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +0.01% | |
| 43 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.44% | — | -0.26% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +265.99% | |
| 45 | GAB | Gabelli Equity Trust | 股票-其他 | 0.43% | — | — | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.43% | — | -1.96% | |
| 47 | PFG | Principal Financial Group | 股票-金融 | 0.43% | — | -0.08% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.43% | — | +4.42% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.43% | — | +567.43% | |
| 50 | AEP | American Electric Power | 股票-公用事业 | 0.43% | — | +3.27% |