CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 295 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 | 8.12% | +0.24% | -0.75% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 5.08% | -0.06% | +3.16% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.87% | -0.42% | -3.95% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.29% | +0.65% | +15.77% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.14% | — | -7.59% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.11% | — | -6.19% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.92% | +0.44% | +11.05% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.75% | — | +2.42% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.73% | -0.12% | -3.40% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.72% | -0.19% | -2.35% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | — | +32.85% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.66% | — | -1.29% | |
| 13 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.58% | — | +9.96% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | -0.35% | +7.48% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.40% | — | +0.86% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.36% | — | +1.90% | |
| 17 | MTCH | Match Group INC | 股票-通信服务 | 1.35% | — | +28.26% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.33% | — | +2.43% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.32% | — | -23.33% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.30% | — | +12.73% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.23% | — | +0.30% | |
| 22 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.18% | — | +4.85% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.13% | +0.12% | — | |
| 24 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 1.12% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.10% | — | -1.82% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 1.07% | — | — | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.06% | — | +4.91% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | — | +65.29% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | — | +0.84% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.95% | — | -14.72% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | -0.12% | +7.65% | |
| 32 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.83% | — | -20.08% | |
| 33 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.82% | — | -11.63% | |
| 34 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.75% | — | -6.79% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.14% | +0.59% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.68% | -0.32% | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | -2.77% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.66% | +0.15% | -7.60% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +7.15% | |
| 40 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.61% | — | +0.79% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.58% | — | +1.57% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.58% | — | +118.58% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | -0.08% | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.13% | +22.04% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -0.11% | +4.81% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | +291.26% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.48% | — | +575.19% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | -5.20% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | -15.10% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.45% | +0.11% | NEW |