CIK: 0001665642
申报总市值
US$3.4亿
仅显示前 200 大持股（共 299 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 | 17.97% | -1.39% | +0.07% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 11.23% | +0.98% | +6.08% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 7.49% | -0.71% | -1.47% | |
| 4 | PM | Philip Morris International | 股票-非周期性消费 | 7.43% | +0.01% | -5.48% | |
| 5 | IDHQ | Invesco S&p International De | ETF-其他 | 5.90% | -0.17% | +21.88% | |
| 6 | MO | Altria Group INC | 股票-非周期性消费 | 3.72% | +0.11% | -1.62% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.17% | -0.16% | — | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.40% | -0.82% | +0.19% | |
| 9 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 2.07% | -0.47% | +64.94% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.05% | -0.06% | EXIT | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.59% | — | +0.24% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.49% | — | — | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.49% | — | -23.15% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.39% | +0.15% | -5.48% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.38% | +0.03% | — | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.27% | — | +6.56% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.25% | — | -56.20% | |
| 18 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 1.11% | -0.32% | EXIT | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.96% | — | +0.34% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | -0.07% | +28.34% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.74% | — | +0.49% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.70% | — | -0.11% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +7.47% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.16% | -24.75% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.60% | — | +4.78% | |
| 26 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.58% | -0.35% | EXIT | |
| 27 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.56% | — | +3.13% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.52% | — | -0.77% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.16% | +0.16% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.50% | — | -9.06% | |
| 31 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.47% | — | -0.26% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | -12.99% | |
| 33 | F | Ford Motor Co | 股票-周期性消费 | 0.44% | — | -13.70% | |
| 34 | RIG | Transocean Ltd. | 股票-能源 | 0.38% | +0.10% | -10.00% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.38% | — | +0.23% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.36% | — | +1.89% | |
| 37 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.34% | — | — | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.34% | — | +6.14% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.34% | -0.12% | +105432.00% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.34% | — | +1.71% | |
| 41 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.33% | — | -10.00% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.31% | — | — | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.31% | — | — | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.30% | — | +1.30% | |
| 45 | NLY | Annaly Capital Management In | 股票-房地产 | 0.30% | — | +0.26% | |
| 46 | GO | Grocery Outlet Holding CORP | 股票-其他 | 0.30% | — | — | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.30% | — | — | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.29% | +0.11% | — | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.28% | — | — | |
| 50 | UUP | Invesco Db US Dollar Index B | ETF-大型股与成长 | 0.28% | — | — |