CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 557 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.53% | -0.43% | +1.22% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 6.43% | +1.26% | +27.34% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 5.91% | — | -24.17% | |
| 4 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 5.47% | — | +20.18% | |
| 5 | FIXD | First Trust Smith Opportunis | ETF-其他 | 5.26% | — | +10.01% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.13% | — | +24.13% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.07% | — | +0.17% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.49% | — | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.26% | — | +7.50% | |
| 10 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 3.22% | — | -1.97% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.10% | +0.33% | -2.35% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.02% | — | +42.92% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 2.88% | -0.40% | -34.96% | |
| 14 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 2.70% | — | — | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.46% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.08% | -0.14% | +7.84% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.00% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.17% | +12.05% | |
| 19 | BLKCHF | Blackrock INC | 股票-其他 | 0.72% | — | +4.32% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 0.72% | — | +4.29% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | +0.11% | +5.91% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | +0.32% | +5.80% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.64% | — | -0.08% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | +15.18% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.61% | -0.15% | +7.18% | |
| 26 | CCI | Crown Castle INC | 股票-房地产 | 0.61% | — | +6.33% | |
| 27 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.59% | +0.07% | +7.03% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.34% | +20.43% | |
| 29 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.57% | — | -9.36% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +8.99% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.55% | — | +8.15% | |
| 32 | KEY | Keycorp | 股票-金融 | 0.54% | — | +9.43% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.54% | — | +9.93% | |
| 34 | D | Dominion Energy INC | 股票-公用事业 | 0.54% | — | +8.05% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | +0.11% | +11.13% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | +10.74% | |
| 37 | BCE | Bce INC | 股票-通信服务 | 0.51% | — | +9.64% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | — | +15.08% | |
| 39 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.45% | — | +12.56% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.45% | — | +10.64% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.44% | — | — | |
| 42 | MO | Altria Group INC | 股票-非周期性消费 | 0.44% | — | +12.56% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.41% | — | +22.92% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +17.49% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.40% | +0.06% | +24.63% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | -0.13% | +23.47% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.37% | — | +19.11% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.36% | — | -5.48% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | — | +0.15% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | +7.44% |