CIK: 0001780330
申报总市值
US$4.1亿
| # | 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.08% | — | +58.93% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.71% | +0.07% | +3.73% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.36% | — | +0.03% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.69% | — | +254.22% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.63% | — | +82.72% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.51% | — | +28.42% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.38% | — | -19.58% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.27% | -0.26% | +92.55% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.02% | +0.04% | -8.51% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.44% | — | +165.08% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 3.01% | — | -0.24% | |
| 12 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型股与成长 | 2.90% | — | +8.89% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.82% | — | +0.21% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.62% | — | +2.14% | |
| 15 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 2.42% | — | -1.79% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.16% | — | -0.57% | |
| 17 | PGX | Invesco Preferred ETF | ETF-其他 | 1.80% | — | -0.43% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.49% | — | +0.65% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.48% | +0.20% | -0.21% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.48% | — | +19.88% | |
| 21 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.43% | — | +0.44% | |
| 22 | USSG | Xtrackers Msci USA Sele Eqty | ETF-其他 | 1.40% | — | +0.11% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.36% | — | +31.88% | |
| 24 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.33% | — | — | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.17% | — | +1.09% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.12% | -0.26% | +135.36% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.07% | — | — | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.94% | — | +7.79% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.01% | -0.45% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | +0.01% | -84.29% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.19% | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | — | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.59% | — | +7.94% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | +0.24% | +254.14% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.56% | — | +16.55% | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.56% | — | +31.50% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | — | +1.48% | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.41% | — | -0.27% | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.39% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | +0.19% | -1.79% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | +0.30% | +113.96% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.36% | — | -0.38% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.36% | — | -0.33% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | +0.10% | +0.46% | |
| 48 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.35% | — | +0.68% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | -5.96% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.34% | — | — |