CIK: 0001667163
申报总市值
US$1.7亿
仅显示前 200 大持股（共 716 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.44% | — | -11.54% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.24% | — | +0.82% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.96% | — | +8.09% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.37% | — | -12.94% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.94% | — | -10.58% | |
| 6 | QDF | Flexshares Quality Dividend | ETF-其他 | 2.68% | — | -5.29% | |
| 7 | INTF | Ishares International Equity | ETF-其他 | 2.61% | — | -6.89% | |
| 8 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.22% | — | +2.02% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.10% | — | -0.73% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.03% | — | -6.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.96% | — | +1.60% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.92% | — | -0.49% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | — | -0.33% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.55% | — | -1.26% | |
| 15 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.52% | — | +6.95% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.50% | — | +4.43% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.48% | — | +99.80% | |
| 18 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.44% | — | +8.23% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.43% | — | +5.59% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | — | -0.68% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.35% | — | +7.34% | |
| 22 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.34% | — | +3.75% | |
| 23 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 1.28% | — | +3.83% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.25% | — | +13.07% | |
| 25 | BTU | Peabody Energy Corporation | 股票-能源 | 1.25% | — | — | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 1.23% | — | -0.84% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.11% | — | -1.08% | |
| 28 | T | At&t INC | 股票-通信服务 | 1.09% | — | -8.80% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.07% | — | -0.61% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 1.01% | — | -0.22% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.98% | — | -2.35% | |
| 32 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.97% | — | +4.25% | |
| 33 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.95% | — | +2.22% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | — | +0.11% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.83% | — | -11.92% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | +18.47% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | +2.14% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.80% | — | +5.14% | |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.78% | — | +26.98% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.77% | — | +2.67% | |
| 41 | SNY | Sanofi-adr | 股票-医疗保健 | 0.69% | — | -2.22% | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.68% | — | — | |
| 43 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.67% | — | +22.11% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.67% | — | -5.07% | |
| 45 | ✓ | 股票-其他 | 0.63% | — | -7.87% | ||
| 46 | ✓ | Iq Enhanced Iq Chaikin Small | 股票-其他 | 0.62% | — | +4.15% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.62% | — | -2.05% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.60% | — | -8.50% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | — | -5.50% | |
| 50 | ✓ | Athenahealth INC | 股票-其他 | 0.56% | — | +7.26% |