CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 258 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 | VUG | Vanguard Growth ETF | ETF-其他 | 5.00% | +0.27% | +4.02% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 3.53% | +0.02% | -1.97% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 3.52% | — | -12.24% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.20% | — | -4.25% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.92% | — | +13.62% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.89% | -0.10% | -3.37% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.55% | +0.43% | +31.07% | |
| 8 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.23% | — | -2.44% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.06% | — | -2.72% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.96% | -0.03% | +15.15% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.82% | +0.27% | -6.34% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.77% | — | +5.83% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | — | -6.05% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.43% | -0.46% | -0.55% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.41% | — | -0.27% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.31% | -0.25% | -16.06% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | — | -6.27% | |
| 18 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 1.28% | — | +60.54% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.25% | — | -1.85% | |
| 20 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.12% | -0.83% | EXIT | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.07% | — | -1.77% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.05% | +0.04% | +25.55% | |
| 23 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.05% | — | +8.20% | |
| 24 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.92% | — | +64.00% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.90% | +0.09% | +6.95% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | +7.75% | |
| 27 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.88% | +0.04% | +3.25% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.87% | — | +13.27% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | — | -4.71% | |
| 30 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.86% | -0.67% | +12.50% | |
| 31 | VAW | Vanguard Materials ETF | ETF-其他 | 0.85% | — | -2.54% | |
| 32 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.83% | — | -4.92% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.81% | — | -9.09% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | +5.07% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.79% | +0.08% | +16.52% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.78% | — | +29.89% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | -0.44% | |
| 38 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.76% | +0.19% | +5.10% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.74% | +1.86% | +7.16% | |
| 40 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.74% | — | -0.24% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | — | +6.96% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.72% | — | +0.22% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.71% | +0.26% | +11.68% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | +0.08% | +8.99% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | -6.04% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.62% | — | +13.06% | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.61% | — | -39.25% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +2.14% | |
| 49 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.59% | — | +36.37% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.59% | — | +5.48% |