CIK: 0001665642
申报总市值
US$3.4亿
仅显示前 200 大持股（共 292 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 | 17.82% | -1.39% | +0.52% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 11.56% | +0.98% | +3.25% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 7.33% | -0.71% | -0.35% | |
| 4 | PM | Philip Morris International | 股票-非周期性消费 | 6.79% | +0.01% | -5.82% | |
| 5 | IDHQ | Invesco S&p International De | ETF-其他 | 6.02% | -0.17% | +4.40% | |
| 6 | MO | Altria Group INC | 股票-非周期性消费 | 3.42% | +0.11% | -3.14% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.13% | -0.16% | — | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 2.89% | -0.47% | +36.28% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.39% | -0.82% | +901.64% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.00% | -0.06% | EXIT | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.53% | — | +0.06% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.39% | +0.15% | +1.41% | |
| 13 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.34% | +0.03% | — | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.34% | — | +3.81% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.24% | — | -18.38% | |
| 16 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 1.14% | -0.32% | EXIT | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.11% | — | +16.16% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.05% | — | -14.71% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.05% | — | -31.13% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | -0.07% | +0.30% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.82% | — | -3.44% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.77% | — | +9.75% | |
| 23 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.75% | — | +2.83% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.67% | — | +13.86% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +1.49% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.16% | +0.22% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.57% | -0.16% | +0.33% | |
| 28 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.56% | -0.35% | EXIT | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.51% | — | +14.28% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.51% | — | +0.15% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | +0.15% | |
| 32 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.45% | — | — | |
| 33 | USB | US Bancorp | 股票-金融 | 0.40% | -0.12% | +16.96% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.39% | — | +18.22% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.38% | — | — | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.37% | — | +1.97% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.36% | — | +72.25% | |
| 38 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.35% | — | — | |
| 39 | RIG | Transocean Ltd. | 股票-能源 | 0.35% | +0.10% | -25.00% | |
| 40 | F | Ford Motor Co | 股票-周期性消费 | 0.34% | — | -7.89% | |
| 41 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.33% | — | +18.09% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.33% | — | — | |
| 43 | BTAL | Agf US Market Neutral Anti-b | ETF-其他 | 0.32% | — | +95.04% | |
| 44 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.32% | — | — | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.31% | — | +37.04% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.31% | — | — | |
| 47 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.30% | — | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.30% | — | — | |
| 49 | T | At&t INC | 股票-通信服务 | 0.28% | — | +40.34% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.28% | — | +1.03% |