CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 265 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 | 7.87% | +0.24% | +5.42% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.01% | -0.42% | +272.79% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 4.12% | -0.06% | +1.92% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.55% | — | +17.73% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.45% | — | -13.56% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.25% | +0.65% | +15.11% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.15% | — | -26.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.08% | -0.12% | -12.39% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.94% | -0.19% | +4.95% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.87% | +0.44% | +4.80% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.61% | — | +1.43% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.59% | — | +6.27% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.56% | — | +10.02% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.47% | — | +2.42% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.42% | — | +11.06% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.40% | — | +5.54% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -0.35% | +0.36% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.28% | — | -4.92% | |
| 19 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 1.25% | — | — | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.22% | — | +2.71% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.22% | — | +8.55% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.17% | — | +0.49% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.16% | — | +7.31% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.14% | — | +7.88% | |
| 25 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.12% | — | +4.08% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | -0.12% | -12.07% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | — | +7.26% | |
| 28 | MTCH | Match Group INC | 股票-通信服务 | 1.05% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.99% | — | +8.53% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.97% | — | +3.72% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.90% | +0.15% | +1.43% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.88% | — | +16.43% | |
| 33 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.86% | — | -12.41% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.84% | -0.08% | — | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | — | +22.13% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | — | +18.42% | |
| 37 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.67% | — | +6.11% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.65% | — | +3.68% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -0.21% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | — | +20.68% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.14% | +430.05% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | — | -29.11% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | -3.43% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.13% | -0.33% | |
| 45 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.52% | — | — | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | — | -9.42% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | — | -71.20% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | -1.71% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | -0.11% | -11.40% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | -13.69% |