CIK: 0001632187
申报总市值
US$8.4亿
仅显示前 200 大持股（共 421 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 | AAPL | Apple INC | 股票-科技 | 5.50% | -0.83% | -0.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.92% | -0.14% | +9.21% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.70% | — | +0.77% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.66% | — | +4.30% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.92% | -0.61% | -1.20% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.73% | -1.73% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 2.19% | +0.14% | +2.59% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.07% | +0.20% | -0.97% | |
| 9 | VZ | Verizon Communications INC | 股票-通信服务 | 1.84% | +0.22% | +2.79% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.81% | — | -0.28% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | — | — | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.74% | +0.21% | -0.25% | |
| 13 | T | At&t INC | 股票-通信服务 | 1.58% | +0.07% | +3.37% | |
| 14 | PEP | Pepsico INC | 股票-非周期性消费 | 1.51% | +0.09% | -0.37% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.50% | — | +3.78% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | — | -1.54% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.44% | — | -6.18% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.40% | — | +4.33% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.31% | -0.11% | -0.19% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.30% | — | +0.61% | |
| 21 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.26% | — | -4.56% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | -0.08% | -1.71% | |
| 23 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 1.19% | — | -2.39% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.15% | +0.33% | +3.45% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.12% | — | +1.53% | |
| 26 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.12% | — | — | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.12% | — | -0.97% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 1.07% | -0.09% | +0.68% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.23% | -0.14% | |
| 30 | MMM | 3m Co | 股票-工业 | 0.90% | — | +16.12% | |
| 31 | D | Dominion Energy INC | 股票-公用事业 | 0.90% | — | +3.59% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.90% | +0.11% | -1.64% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.33% | -9.07% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.86% | — | +0.94% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.80% | — | — | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.76% | — | +0.02% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 0.73% | — | -0.81% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | -0.09% | +0.66% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.70% | +0.06% | -0.15% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | -10.35% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.65% | — | -3.87% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.63% | — | +3.92% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.61% | — | -0.56% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.61% | +0.06% | +23.18% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.22% | +5.97% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | -0.07% | -3.00% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.52% | — | -0.80% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | +3.76% | |
| 49 | UTXZ | United Tech CORP | 股票-其他 | 0.50% | — | -20.10% | |
| 50 | CMI | Cummins INC | 股票-工业 | 0.50% | — | +1.94% |