CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 232 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 | 4.12% | — | +0.79% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 3.74% | +0.02% | +1.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.72% | +0.27% | +0.55% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.35% | — | +1.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.77% | -0.10% | +1.72% | |
| 6 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.46% | — | -0.99% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.36% | +0.04% | +4.54% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.13% | — | +12.20% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 2.04% | +0.25% | +396.82% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.01% | — | +6.19% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.00% | — | +506.23% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.90% | — | +0.43% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.52% | -0.25% | +0.27% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.51% | +0.27% | +0.05% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.47% | — | -2.93% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.44% | +0.43% | +10.70% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 1.34% | — | +16.20% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 1.33% | — | +5.52% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | +9.68% | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.21% | -0.46% | +3.26% | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.19% | — | -8.82% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.05% | +0.09% | -13.19% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.03% | — | +21.90% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.98% | — | -0.53% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.95% | — | -7.61% | |
| 26 | VAW | Vanguard Materials ETF | ETF-其他 | 0.90% | — | -12.42% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | -0.95% | |
| 28 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.87% | — | -19.83% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.82% | — | +3.03% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | +0.07% | -22.84% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.77% | — | -1.64% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | +9.39% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.76% | +0.04% | +42.81% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.75% | +0.04% | -18.70% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.75% | — | -2.56% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +1.21% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.70% | +0.26% | +3.43% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.69% | +1.86% | +52.88% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.67% | +0.19% | +18.05% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.66% | +0.04% | -4.43% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | -0.45% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | -0.03% | +20.18% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | — | +4.33% | |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.61% | — | -10.94% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | -1.22% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | +12.28% | |
| 47 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.58% | -0.83% | EXIT | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.57% | +0.08% | +130.04% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | — | +44.13% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | — | +1.74% |