CIK: 0001665642
申报总市值
US$3.4亿
仅显示前 200 大持股（共 235 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 | 20.60% | -1.39% | +0.42% | |
| 2 | PM | Philip Morris International | 股票-非周期性消费 | 14.71% | +0.01% | -0.65% | |
| 3 | MO | Altria Group INC | 股票-非周期性消费 | 7.46% | +0.11% | -2.16% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.82% | — | +0.07% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.61% | +0.98% | +0.47% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.10% | — | +1.01% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 1.96% | -0.47% | +0.16% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.82% | -0.82% | +184.01% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.78% | +0.15% | +2.60% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.55% | — | +0.63% | |
| 11 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 1.34% | -0.32% | EXIT | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.33% | — | -53.51% | |
| 13 | IDHQ | Invesco S&p International De | ETF-其他 | 1.15% | -0.17% | +18.35% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.03% | — | +342.81% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.01% | — | +0.92% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.95% | — | +0.36% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.93% | — | -32.64% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.93% | — | +1.05% | |
| 19 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.90% | — | +210.21% | |
| 20 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.87% | -0.04% | EXIT | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.84% | — | +0.58% | |
| 22 | T | At&t INC | 股票-通信服务 | 0.80% | — | +56.46% | |
| 23 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.77% | — | -12.99% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.77% | +0.03% | — | |
| 25 | RIG | Transocean Ltd. | 股票-能源 | 0.76% | +0.10% | -13.17% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.74% | — | +1.74% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.16% | -4.52% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | — | +73.74% | |
| 29 | F | Ford Motor Co | 股票-周期性消费 | 0.72% | — | +4.37% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.71% | — | +10.10% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | -0.07% | +73.28% | |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.64% | — | +0.49% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | — | +6.88% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.59% | — | +1.17% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | — | +12.40% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.53% | — | +0.16% | |
| 37 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 0.53% | — | +194.00% | |
| 38 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.48% | — | +3.59% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | +141.72% | |
| 40 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.47% | — | +30.92% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.43% | — | +4.82% | |
| 42 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.41% | -0.35% | EXIT | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.40% | — | +1.59% | |
| 44 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 0.38% | — | +1.69% | |
| 45 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.38% | — | +0.59% | |
| 46 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.37% | — | +12.27% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +113.50% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.36% | — | +2.08% | |
| 49 | ABX | Barrick Gold CORP | 股票-金融 | 0.36% | — | +51.71% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.36% | — | +6.66% |