CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 213 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 | 4.79% | — | -8.89% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.29% | +0.27% | +3.70% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 3.73% | +0.02% | +4.97% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.34% | — | +9.56% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.94% | -0.10% | +2.13% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.77% | +0.04% | +4.17% | |
| 7 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.59% | — | +2.60% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.18% | — | +197.97% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.02% | — | +4.15% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.93% | — | +39.15% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.67% | +0.27% | -0.28% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.58% | — | +11.56% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.55% | -0.25% | +0.70% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | +0.43% | +5.37% | |
| 15 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.49% | — | +6.95% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.44% | +0.09% | +4.27% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.25% | — | +560.92% | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.21% | -0.46% | +2.25% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.19% | — | +3.67% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | — | +276.68% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.15% | +0.07% | -17.10% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.11% | — | +0.65% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 1.10% | — | +6.39% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | — | -5.62% | |
| 25 | VAW | Vanguard Materials ETF | ETF-其他 | 1.03% | — | -25.65% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.99% | — | +4.34% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.96% | +0.04% | +2.71% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.96% | — | +5.40% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.95% | — | +9.19% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | — | +2.63% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.79% | — | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.77% | — | +5.81% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | — | -4.67% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.76% | — | — | |
| 35 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.75% | — | +5.73% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.75% | +0.04% | +6.06% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.70% | — | +17.76% | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.70% | +0.26% | +13.31% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | — | +1.55% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | +0.18% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.63% | — | -0.64% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.61% | — | +5.14% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.61% | — | +1.03% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | — | +1.79% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.61% | +0.19% | -12.32% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | +0.05% | +1885.47% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | — | +10.06% | |
| 48 | SPGI | S&p Global INC | 股票-金融 | 0.57% | — | -0.20% | |
| 49 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.56% | — | +3.89% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | +7.23% |