CIK: 0001666741
申报总市值
US$940.0亿
仅显示前 200 大持股（共 327 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 | 3.10% | — | +32.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.69% | -0.11% | +118.63% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.14% | -0.10% | +15.98% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.14% | +0.07% | +38.60% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.67% | -0.16% | +5.47% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | — | -18.91% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.57% | — | +134.74% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.56% | — | +27.09% | |
| 9 | T | At&t INC | 股票-通信服务 | 1.55% | — | +18.11% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.49% | — | +37.00% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.40% | — | +23.37% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.28% | +0.06% | +25.15% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.25% | — | +38.13% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | +0.04% | +30.85% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 1.14% | — | +0.01% | |
| 16 | IGE | Ishares North American Natur | ETF-其他 | 1.13% | — | -1.25% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | — | +7.24% | |
| 18 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.99% | — | +9.10% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.96% | — | +50.34% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.93% | +0.07% | +20.51% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.85% | — | +146.37% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.84% | — | +9.68% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.12% | +5.87% | |
| 24 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.79% | — | -1.40% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | +0.03% | -33.80% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.74% | — | +1.53% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +28.39% | |
| 28 | MO | Altria Group INC | 股票-非周期性消费 | 0.73% | — | +72.77% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.72% | — | -12.79% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | — | +7.97% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.69% | — | +76.62% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | +3.00% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +13.05% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | -0.10% | +264.44% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -0.33% | +35.12% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.64% | — | +11.12% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.64% | — | +4.55% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | — | +22.20% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.63% | — | +5.11% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.62% | — | +16.01% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.08% | +0.76% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | +87.52% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | — | +106.70% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.58% | -0.26% | +370.06% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.58% | — | +36.77% | |
| 46 | GNL | Global Net Lease, Inc. | 股票-房地产 | 0.57% | — | +23.06% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | -33.69% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.56% | — | +4.46% | |
| 49 | ✓ | Powershares | 股票-其他 | 0.55% | — | +456.35% | |
| 50 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.55% | — | +14.18% |