CIK: 0001665642
申报总市值
US$3.4亿
仅显示前 200 大持股（共 225 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 25.85% | -1.39% | +0.96% | |
| 2 | PM | Philip Morris International | 股票-非周期性消费 | 16.79% | +0.01% | -15.60% | |
| 3 | MO | Altria Group INC | 股票-非周期性消费 | 9.40% | +0.11% | -12.45% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.21% | — | — | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.41% | — | +0.03% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.81% | — | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.85% | +0.98% | +152.29% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.68% | +0.15% | +55.35% | |
| 9 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 1.51% | -0.47% | — | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.41% | — | — | |
| 11 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 1.33% | -0.32% | EXIT | |
| 12 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.06% | -0.04% | EXIT | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.90% | — | +49.23% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.86% | — | -60.59% | |
| 15 | IDHQ | Invesco S&p International De | ETF-其他 | 0.86% | -0.17% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.85% | — | +57.41% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.83% | — | -25.69% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.83% | +0.03% | -7.22% | |
| 19 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.81% | — | +0.74% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.16% | -10.14% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.65% | — | +6.53% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.61% | — | +23.08% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.50% | — | +1.91% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | -0.05% | EXIT | |
| 25 | F | Ford Motor Co | 股票-周期性消费 | 0.49% | — | +4.34% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.47% | — | — | |
| 27 | ABX | Barrick Gold CORP | 股票-金融 | 0.47% | — | +0.57% | |
| 28 | NEM | Newmont CORP | 股票-原材料 | 0.41% | — | -27.37% | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.38% | — | +24.72% | |
| 30 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.37% | — | +57.86% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.36% | — | -3.48% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | -0.16% | +4888.89% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | — | +7.41% | |
| 34 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.34% | — | +21.15% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.34% | — | +14.69% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +3.39% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.33% | -0.05% | +5.56% | |
| 38 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.33% | — | +8.96% | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.33% | — | +1.22% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | — | -22.11% | |
| 41 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.32% | — | +132.18% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.31% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.30% | — | -51.26% | |
| 44 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.30% | — | -51.30% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.30% | +0.12% | +9.46% | |
| 46 | KR | Kroger Co | 股票-非周期性消费 | 0.30% | — | -34.10% | |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.29% | — | +0.58% | |
| 48 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.28% | — | -15.56% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.28% | — | +31.45% | |
| 50 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.26% | — | -56.36% |