CIK: 0001665642
申报总市值
US$3.4亿
仅显示前 200 大持股（共 269 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 | 19.66% | -1.39% | -0.15% | |
| 2 | PM | Philip Morris International | 股票-非周期性消费 | 7.83% | +0.01% | -14.97% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.81% | — | -0.28% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 4.33% | -0.71% | +0.19% | |
| 5 | MO | Altria Group INC | 股票-非周期性消费 | 4.32% | +0.11% | -1.81% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.22% | -0.05% | EXIT | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.59% | -0.16% | -0.45% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.42% | +0.98% | +0.73% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.10% | — | +0.38% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.82% | -0.82% | +0.02% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.51% | — | — | |
| 12 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 1.37% | -0.32% | EXIT | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 1.35% | -0.47% | — | |
| 14 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.19% | — | — | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | — | — | |
| 16 | IDHQ | Invesco S&p International De | ETF-其他 | 1.16% | -0.17% | +0.54% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.14% | +0.15% | +7.02% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.08% | — | +0.04% | |
| 19 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.97% | — | -3.48% | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.93% | — | -1.06% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.91% | -0.07% | +6.28% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.91% | — | -0.46% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.91% | — | — | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.89% | — | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.80% | — | -1.63% | |
| 26 | T | At&t INC | 股票-通信服务 | 0.76% | — | +18.45% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.16% | -9.40% | |
| 28 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.72% | -0.04% | EXIT | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.64% | — | +0.73% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.64% | — | +1.63% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.63% | +0.03% | — | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.62% | — | +6.65% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | +0.53% | |
| 34 | RIG | Transocean Ltd. | 股票-能源 | 0.60% | +0.10% | +7.69% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.58% | — | — | |
| 36 | F | Ford Motor Co | 股票-周期性消费 | 0.57% | — | — | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.51% | — | — | |
| 38 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.48% | — | -0.28% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.47% | -0.05% | +0.04% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.47% | — | +4.19% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.47% | — | +7.66% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +3.17% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.46% | — | -0.34% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | -0.16% | — | |
| 45 | MBB | Ishares Mbs ETF | ETF-其他 | 0.43% | — | +2.01% | |
| 46 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.42% | — | +4.74% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.41% | — | +0.76% | |
| 48 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.39% | -0.35% | EXIT | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.39% | — | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | — | +5.04% |