CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 471 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 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 10.01% | — | +161.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.08% | -0.43% | +0.63% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 7.58% | — | -23.00% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 5.70% | +1.26% | +8.44% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 5.03% | -0.40% | +0.44% | |
| 6 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 4.97% | — | +5.14% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.37% | — | +0.55% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-其他 | 3.94% | — | -25.31% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.46% | — | +2.68% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.43% | +0.33% | -0.35% | |
| 11 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 2.68% | — | — | |
| 12 | IQLT | Ishares Msci International Q | ETF-其他 | 2.40% | — | -1.27% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 2.22% | — | — | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.04% | — | +11.57% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | — | -23.88% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.82% | -0.14% | +1.42% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -0.17% | +8.26% | |
| 18 | CCI | Crown Castle INC | 股票-房地产 | 0.78% | — | -2.59% | |
| 19 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.78% | — | +5.65% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.78% | +0.32% | -0.50% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | -0.15% | -1.07% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | +0.11% | +0.30% | |
| 23 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.73% | +0.07% | -2.15% | |
| 24 | D | Dominion Energy INC | 股票-公用事业 | 0.69% | — | -0.31% | |
| 25 | BLKCHF | Blackrock INC | 股票-其他 | 0.69% | — | +0.73% | |
| 26 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.67% | — | +10.69% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.67% | — | +0.87% | |
| 28 | CAT | Caterpillar INC | 股票-工业 | 0.62% | — | +1.30% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +0.20% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +1.20% | |
| 31 | BCE | Bce INC | 股票-通信服务 | 0.58% | — | +0.34% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.11% | +2.32% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.57% | — | +0.66% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | — | -78.75% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.52% | — | +0.04% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.50% | — | +8.37% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.48% | — | +2.69% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.34% | +17.19% | |
| 39 | KEY | Keycorp | 股票-金融 | 0.47% | — | +8.72% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.44% | — | +11.61% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | — | +13.95% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.41% | — | -12.39% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | — | +11.92% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.38% | — | +11.51% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | — | +5.25% | |
| 46 | MBB | Ishares Mbs ETF | ETF-其他 | 0.36% | — | +0.73% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.35% | — | +0.89% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | +0.06% | +982.24% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | — | +0.86% | |
| 50 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.33% | — | -24.51% |