CIK: 0001660203
申报总市值
US$10.0亿
仅显示前 200 大持股（共 1059 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 | 9.20% | — | +7.20% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.72% | — | -3.72% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.70% | — | +5.45% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.51% | — | +0.00% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.32% | — | +1.88% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.27% | — | +3.93% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.74% | — | +22764.43% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.46% | — | +0.22% | |
| 9 | CMBS | Ishares Cmbs ETF | ETF-其他 | 2.37% | — | +5.78% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.33% | — | +4.33% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.17% | — | -0.69% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.07% | — | — | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.96% | — | +2.23% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.76% | — | +0.54% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | — | +9.44% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.40% | — | -0.92% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.38% | — | +6.91% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | +3.93% | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.22% | — | -3.06% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.15% | — | +7.89% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.12% | — | +2.42% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.08% | — | +1.28% | |
| 23 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 1.07% | — | +1.04% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 0.84% | — | +71.05% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.84% | — | +1.35% | |
| 26 | CMI | Cummins INC | 股票-工业 | 0.77% | — | +2.90% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +2.08% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | — | +3.19% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.73% | — | -1.44% | |
| 30 | HON | Honeywell International INC | 股票-工业 | 0.72% | — | +3.51% | |
| 31 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.71% | — | -1.69% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.69% | — | +9.94% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | +2.73% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.68% | — | +8.04% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | — | +4.43% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.62% | — | +5.96% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.61% | — | -22.41% | |
| 38 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.61% | — | +7.90% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.59% | — | +4.41% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.57% | — | +6.45% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +7.89% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | — | -0.02% | |
| 43 | DOV | Dover CORP | 股票-工业 | 0.55% | — | +6.63% | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.55% | — | +8.39% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +5.91% | |
| 46 | TGT | Target CORP | 股票-周期性消费 | 0.50% | — | -1.66% | |
| 47 | TT | Trane Technologies plc | 股票-工业 | 0.49% | — | +0.09% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.49% | — | +4.65% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.47% | — | +4.83% | |
| 50 | PPG | Ppg Industries INC | 股票-原材料 | 0.46% | — | +5.79% |