CIK: 0001666741
申报总市值
US$940.0亿
仅显示前 200 大持股（共 384 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 | 3.35% | — | +10.67% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.00% | -0.10% | +24.30% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 1.78% | +0.07% | +2.55% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.71% | -0.16% | +16.37% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.70% | — | +22.51% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | -0.11% | -15.44% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.38% | +0.06% | +9.35% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.35% | — | +4.65% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.29% | — | +45.05% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.22% | — | -0.76% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.22% | — | +0.98% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.19% | — | +6.63% | |
| 13 | T | At&t INC | 股票-通信服务 | 1.16% | — | +13.47% | |
| 14 | GNTX | Gentex CORP | 股票-周期性消费 | 1.08% | — | -2.47% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | +0.04% | +1.06% | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.06% | — | +1.24% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | — | +45.49% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.94% | — | +2.13% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +38.10% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 0.82% | — | +1.11% | |
| 21 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.82% | — | +0.33% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.80% | — | +21.29% | |
| 23 | ✓ | Powershares | 股票-其他 | 0.77% | — | +7.05% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.12% | +12.16% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.73% | — | +0.71% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | -0.10% | +9.19% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.73% | — | -0.17% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.08% | +20.69% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.72% | — | +16.28% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | +6.12% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.07% | +11.17% | |
| 32 | MO | Altria Group INC | 股票-非周期性消费 | 0.68% | — | +8.79% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.33% | +13.66% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | — | +12.47% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +6.61% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +5.05% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | +1.22% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.61% | — | +0.49% | |
| 39 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.61% | — | -5.71% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | — | +10.90% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.61% | — | +4.19% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | — | +11.18% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | +17.83% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.58% | — | +11.37% | |
| 45 | IGE | Ishares North American Natur | ETF-其他 | 0.57% | — | -17.54% | |
| 46 | FPX | First Trust US Equity Opport | ETF-其他 | 0.56% | — | +59.29% | |
| 47 | DIVI | Franklin International Core | ETF-其他 | 0.55% | — | +23.23% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.08% | +30.77% | |
| 49 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.54% | — | +7.94% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | +15.32% |