CIK: 0001633172
申报总市值
US$4.5亿
仅显示前 200 大持股（共 388 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 | AAPL | Apple INC | 股票-科技 | 3.80% | — | -8.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.78% | — | -1.94% | |
| 3 | HD | Home Depot INC | 股票-周期性消费 | 2.32% | — | -11.97% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.25% | — | -10.59% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | — | +7.27% | |
| 6 | ARKK | Ark Innovation ETF | ETF-其他 | 2.19% | — | -1.77% | |
| 7 | T | At&t INC | 股票-通信服务 | 1.86% | — | +0.95% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.65% | — | +11.09% | |
| 9 | UPS | United Parcel Service-cl B | 股票-工业 | 1.54% | — | +0.37% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | — | -5.12% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | — | -5.25% | |
| 12 | AXP | American Express Co | 股票-金融 | 1.32% | — | -0.85% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.16% | — | — | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.13% | — | -4.32% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.10% | — | -4.86% | |
| 16 | SO | Southern Co/the | 股票-公用事业 | 1.09% | — | +16.67% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.07% | — | -3.57% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | — | +0.68% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.07% | — | +795.03% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.05% | — | -0.35% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | — | +1.92% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.02% | — | +2.04% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | — | +1.45% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | — | +0.91% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | — | -5.36% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.96% | — | -3.35% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | — | -2.80% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.90% | — | -3.65% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | -4.38% | |
| 30 | WPC | Wp Carey INC | 股票-房地产 | 0.87% | — | -4.81% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | -4.64% | |
| 32 | GPN | Global Payments INC | 股票-工业 | 0.84% | — | -2.34% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | — | +0.95% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.79% | — | -7.78% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.77% | — | +0.59% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | — | -0.93% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.73% | — | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | — | +14.34% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.68% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | +18.15% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.66% | — | -8.44% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.64% | — | -1.06% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | +62.33% | |
| 44 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.63% | — | -1.40% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | — | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | -25.69% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | -0.66% | |
| 48 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.57% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | — | -4.30% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.56% | — | -11.25% |