CIK: 0001736648
申报总市值
US$11.1亿
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 29.37% | — | +100.14% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 12.05% | — | +33.63% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.02% | — | +1.24% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.66% | — | +0.16% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 6.35% | — | +0.87% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 5.63% | — | +0.55% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.79% | — | -42.19% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 4.69% | — | +0.82% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.99% | — | +0.78% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 3.21% | — | +0.01% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | — | -0.02% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 2.85% | — | -0.32% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.40% | — | +0.46% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.05% | — | +0.55% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.41% | — | -14.99% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | — | -7.75% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.20% | — | +1.14% | |
| 18 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.19% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.15% | — | -0.47% | |
| 20 | D | Dominion Energy INC | 股票-公用事业 | 0.13% | — | +0.03% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | -33.96% | |
| 22 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.09% | — | — | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.09% | — | -7.57% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 0.09% | — | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.08% | — | +92.14% | |
| 26 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.08% | — | — | |
| 27 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.08% | — | -3.24% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | +0.28% | |
| 29 | TLS | Telos Corporation | 股票-其他 | 0.08% | — | — | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.06% | — | +1.19% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.06% | — | — | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.06% | — | +16.91% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.06% | — | +0.31% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.06% | — | — | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.06% | — | +3.56% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.05% | — | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.05% | — | -16.07% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.05% | — | -14.26% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.05% | — | +0.09% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.05% | — | — | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.04% | — | -5.82% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.04% | — | — | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.04% | — | -15.20% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.04% | — | — | |
| 45 | MMM | 3m Co | 股票-工业 | 0.04% | — | +0.90% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.04% | — | +0.18% | |
| 47 | ED | Consolidated Edison INC | 股票-公用事业 | 0.04% | — | +0.09% | |
| 48 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.04% | — | -14.66% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.04% | — | +0.04% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.04% | — | -3.51% |