CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1051 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 | XOM | Exxon Mobil CORP | 股票-能源 | 9.84% | +1.26% | -2.64% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.54% | -0.43% | +0.72% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.49% | -0.40% | +5.95% | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.11% | — | +34.25% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.95% | — | +1.14% | |
| 6 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 2.95% | — | +5.63% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.75% | +0.33% | +1.89% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.64% | — | +1.99% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.58% | — | +2.79% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.31% | — | +14.96% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.25% | — | +3.00% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.23% | -0.21% | +1.67% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.96% | — | +0.45% | |
| 14 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.94% | -0.06% | — | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.41% | — | +4.84% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.14% | +5.97% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.31% | — | +3.72% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.17% | +0.21% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.22% | — | +3.20% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.20% | — | +6.13% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.04% | — | +102087.35% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.34% | +2.98% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 0.79% | -0.15% | +0.13% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | +0.08% | |
| 25 | CAT | Caterpillar INC | 股票-工业 | 0.74% | — | +0.90% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.71% | — | +2.02% | |
| 27 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.71% | — | -18.58% | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.71% | — | -0.03% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | +0.11% | +1.03% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.70% | — | +0.49% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +1.72% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.65% | — | +19.87% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.63% | — | +1.11% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | — | +6.50% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.60% | +0.06% | +1.15% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | — | +1.83% | |
| 37 | ORI | Old Republic Intl CORP | 股票-金融 | 0.56% | — | -0.27% | |
| 38 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.55% | +0.07% | +1.52% | |
| 39 | WMB | Williams Cos INC | 股票-能源 | 0.55% | — | +0.99% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.54% | — | +4.32% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +5.16% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -0.13% | +1.35% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | +0.32% | +1.04% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.52% | — | +1.47% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.14% | +0.48% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.51% | — | +2.39% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.49% | — | +9478.94% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.49% | — | +9.22% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +7.19% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | -5.26% |