CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 250 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 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 5.60% | — | -8.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.37% | -0.10% | +1.37% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.33% | +0.27% | +19.65% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.10% | +0.04% | +0.21% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.06% | +0.02% | +1.98% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.93% | — | +38.40% | |
| 7 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.59% | — | +0.04% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.11% | — | +42.27% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.08% | +0.27% | -2.06% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.74% | -0.25% | +1.37% | |
| 11 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.72% | — | — | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.66% | — | +0.37% | |
| 13 | VAW | Vanguard Materials ETF | ETF-其他 | 1.63% | — | +46.39% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.41% | — | +16.93% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.32% | — | +1.37% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.31% | -0.46% | +11.49% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.27% | +0.09% | — | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.22% | +0.07% | +221.26% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.43% | -1.63% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.21% | +1.86% | +34.73% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.18% | — | +0.51% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.18% | — | +4.27% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.15% | — | -0.43% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | — | +0.49% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.95% | — | +58.90% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.95% | — | -11.82% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.94% | — | +247.86% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.92% | — | -1.42% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 0.88% | — | +27.63% | |
| 30 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.87% | — | +0.96% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.85% | — | +21.45% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.78% | — | -4.32% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.05% | +1.71% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | — | -3.12% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.75% | — | -0.76% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | — | -1.22% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.73% | +0.04% | +615.23% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | — | +0.27% | |
| 39 | SPGI | S&p Global INC | 股票-金融 | 0.72% | — | -2.03% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.71% | — | -1.56% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.69% | — | +16.26% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | -0.03% | -3.57% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | -0.36% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | — | -1.37% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.63% | +0.19% | +15.57% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.63% | — | -31.62% | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.60% | — | -0.08% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.58% | — | +2.71% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.57% | +0.04% | +35.43% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +5.90% |