CIK: 0001665642
申报总市值
US$3.4亿
仅显示前 200 大持股（共 301 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 | 17.62% | -1.39% | +23.07% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 11.30% | +0.98% | +31.29% | |
| 3 | PM | Philip Morris International | 股票-非周期性消费 | 8.29% | +0.01% | -4.06% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 7.37% | -0.71% | -0.50% | |
| 5 | IDHQ | Invesco S&p International De | ETF-其他 | 5.00% | -0.17% | +58.88% | |
| 6 | MO | Altria Group INC | 股票-非周期性消费 | 3.94% | +0.11% | -3.37% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.15% | -0.16% | — | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.08% | — | — | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.26% | -0.82% | -14.39% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.14% | -0.06% | EXIT | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.09% | — | -23.25% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.66% | — | +655.18% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.44% | +0.15% | -3.45% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.39% | +0.03% | — | |
| 15 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 1.25% | -0.47% | +1.40% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.18% | — | +20.64% | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.96% | — | +192.88% | |
| 18 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 0.88% | -0.32% | EXIT | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 0.80% | — | +17.05% | |
| 20 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.77% | — | — | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.73% | — | +47.03% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.16% | -4.93% | |
| 23 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.62% | -0.35% | EXIT | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | -0.07% | +21.74% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +16.32% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | +42.82% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | — | -63.31% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.49% | — | +5.37% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | -10.34% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | -0.16% | +2.72% | |
| 31 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.47% | — | +0.27% | |
| 32 | F | Ford Motor Co | 股票-周期性消费 | 0.45% | — | -1.60% | |
| 33 | RIG | Transocean Ltd. | 股票-能源 | 0.41% | +0.10% | -43.47% | |
| 34 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.41% | — | -10.01% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.38% | — | — | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.37% | — | +12.30% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.37% | — | +85.34% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.37% | — | +0.19% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.36% | — | — | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.35% | -0.05% | -21.35% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.33% | — | — | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.32% | — | — | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.32% | — | — | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.32% | — | +9.75% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.31% | +0.11% | — | |
| 46 | NLY | Annaly Capital Management In | 股票-房地产 | 0.31% | — | -13.52% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.30% | — | — | |
| 48 | GO | Grocery Outlet Holding CORP | 股票-其他 | 0.29% | — | +10.01% | |
| 49 | UUP | Invesco Db US Dollar Index B | ETF-大型股与成长 | 0.29% | — | — | |
| 50 | ABX | Barrick Gold CORP | 股票-金融 | 0.28% | — | +0.21% |