CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 260 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 | 3.08% | -0.42% | +59.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | +0.24% | +12.08% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.19% | — | +5.32% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.11% | — | +0.32% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.06% | — | +2.67% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.92% | — | +59.56% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.91% | — | +3.91% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.88% | — | -9.94% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.87% | -0.12% | +1.93% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.76% | — | +0.78% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.67% | -0.19% | -0.97% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.54% | — | -1.13% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | +0.15% | +4.24% | |
| 14 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.49% | — | +5.63% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.49% | — | +3.17% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.48% | — | +0.16% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.46% | — | +1.14% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.40% | — | -0.57% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.07% | +2.74% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.26% | — | +1.37% | |
| 21 | BEN | Franklin Resources INC | 股票-金融 | 1.22% | — | — | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 1.11% | — | -23.65% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.11% | — | +3.19% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.08% | +0.13% | +0.46% | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 1.06% | — | +2.61% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.06% | — | +14.40% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.35% | +6.06% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 1.01% | — | +0.92% | |
| 29 | EPD | Enterprise Products Partners | 股票-能源 | 1.00% | — | +0.02% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.99% | — | +1.76% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.95% | — | +2.88% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.94% | +0.65% | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.87% | — | +9.98% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | — | +1.63% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.87% | — | +19.17% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | +0.72% | |
| 37 | SPGI | S&p Global INC | 股票-金融 | 0.84% | — | +0.10% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.81% | -0.08% | — | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.81% | — | +11.76% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.76% | — | +6.61% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | — | +13.01% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +4.04% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.75% | — | -2.18% | |
| 44 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.72% | — | +1.77% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | -0.12% | -4.13% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | — | +2.29% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | +61.68% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | +4.75% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.64% | — | +1.76% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | +55.18% |