CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 229 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 | 6.87% | +0.24% | +0.09% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.26% | -0.42% | -2.30% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 5.89% | -0.06% | +6.98% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.79% | -0.19% | +0.48% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.39% | +0.44% | +5.58% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.10% | — | +1.17% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.05% | — | +3.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.03% | -0.12% | +3.29% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.80% | — | +0.91% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.79% | — | -0.99% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.79% | +0.65% | -2.87% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.75% | +0.12% | +20.80% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工业 | 1.73% | — | +0.29% | |
| 14 | MTCH | Match Group INC | 股票-通信服务 | 1.69% | — | -0.01% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.55% | — | +1.32% | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.51% | — | +0.78% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.51% | — | +0.67% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.48% | — | -5.06% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.48% | -0.32% | +20.27% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.40% | — | +0.46% | |
| 21 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.36% | — | -10.02% | |
| 22 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.28% | — | -4.21% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.18% | +0.11% | NEW | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | +7.39% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.35% | +1.10% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.04% | — | -11.44% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 1.00% | -0.14% | +3.49% | |
| 28 | IRT | Independence Realty Trust In | 股票-房地产 | 0.86% | — | — | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.85% | — | +2.22% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | -0.12% | +3.32% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.82% | +0.15% | -3.94% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.81% | — | +96.72% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +0.22% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.79% | — | +18.19% | |
| 35 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.77% | — | +115.69% | |
| 36 | KOR | Corvus Gold INC | 股票-其他 | 0.75% | — | — | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.75% | -0.08% | — | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.72% | — | +4.53% | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.71% | — | -4.59% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | -0.11% | +1.47% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | — | -0.48% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.68% | — | -40.89% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +19.04% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.64% | — | +5.72% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | -0.12% | +0.25% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | +0.13% | -0.34% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.56% | — | -37.37% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | — | -11.48% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | +1.27% | |
| 50 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.53% | — | -18.64% |