CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1067 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 | 8.16% | +1.26% | +5.44% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 6.20% | -0.40% | +3.14% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.14% | -0.43% | -1.94% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.12% | — | +58.47% | |
| 5 | IQLT | Ishares Msci International Q | ETF-其他 | 4.10% | — | +2.97% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.95% | +0.33% | +50.22% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.92% | — | +113.30% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.70% | — | +0.10% | |
| 9 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 2.80% | — | +3.79% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.47% | — | +1.85% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.23% | -0.06% | +3.31% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.04% | -0.21% | +0.70% | |
| 13 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 1.34% | — | +14.22% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.33% | — | +5315900.00% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.17% | +2.25% | |
| 16 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.30% | -0.05% | +396.96% | |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.26% | — | +1207.46% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.18% | — | +1.73% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.17% | -0.14% | -1.34% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.34% | +3.25% | |
| 21 | CAT | Caterpillar INC | 股票-工业 | 0.75% | — | -2.85% | |
| 22 | BLKCHF | Blackrock INC | 股票-其他 | 0.72% | — | -1.44% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 0.71% | — | +2.88% | |
| 24 | PCAR | Paccar INC | 股票-工业 | 0.68% | -0.18% | -0.25% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.67% | -0.15% | -1.54% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | — | -10.36% | |
| 27 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.64% | — | -0.02% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | +0.11% | -15.47% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -1.92% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 0.62% | — | -6.94% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.62% | — | +8.76% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | +3.43% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.60% | — | -0.86% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.59% | — | +2.92% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.13% | +5.82% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.58% | — | -0.41% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | -0.67% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | -0.38% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.56% | +0.07% | +8.30% | |
| 40 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.55% | +0.07% | -3.36% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.55% | — | +19.01% | |
| 42 | PANW | Palo Alto Networks INC | 股票-科技 | 0.53% | — | -13.27% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +1.08% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | +0.32% | -1.75% | |
| 45 | WMB | Williams Cos INC | 股票-能源 | 0.50% | — | -2.54% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -0.60% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.48% | — | -0.17% | |
| 48 | ORI | Old Republic Intl CORP | 股票-金融 | 0.48% | — | -16.35% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | — | -1.76% | |
| 50 | CME | Cme Group INC | 股票-金融 | 0.47% | — | +28.60% |