CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 253 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.37% | +0.24% | +29.77% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.29% | -0.42% | -0.79% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.24% | — | -1.43% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.21% | — | +19.87% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.18% | — | +10.33% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.93% | — | +6.99% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.89% | — | -2.22% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.88% | -0.12% | +4.33% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.78% | — | -1.82% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.69% | — | -2.38% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.66% | -0.19% | +2.07% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.56% | — | +4.75% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.55% | — | +8.04% | |
| 14 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.49% | — | +0.41% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.44% | +0.65% | +58.74% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.43% | — | +6.20% | |
| 17 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.42% | — | +0.78% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.36% | — | -2.21% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | +0.15% | +2.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.07% | -1.44% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.20% | — | +83.06% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.19% | — | -0.60% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 1.10% | — | -1.05% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | — | +5.89% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.01% | — | +0.31% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 1.01% | — | -0.98% | |
| 27 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.00% | — | +30.67% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.13% | -1.19% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.97% | — | -0.46% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | — | +17.48% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.96% | — | -3.92% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.35% | -8.52% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.95% | — | +0.26% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.91% | — | +315.65% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.87% | — | +0.34% | |
| 36 | SPGI | S&p Global INC | 股票-金融 | 0.86% | — | +0.01% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.82% | — | +0.04% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | -4.73% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.78% | -0.08% | — | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | — | -8.94% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | — | +102.48% | |
| 42 | MBB | Ishares Mbs ETF | ETF-其他 | 0.72% | — | +139.21% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +0.50% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.70% | +0.15% | +23.08% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | -0.57% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | — | -4.50% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.67% | — | +67.42% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | — | +0.15% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | +0.52% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | — | +35.03% |