CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 249 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 | 8.07% | +0.24% | -3.94% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.31% | -0.42% | -1.91% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 4.06% | -0.06% | -28.91% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.14% | +0.12% | +29.05% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.00% | +0.44% | +41.25% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.55% | -0.06% | +258.97% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.37% | -0.21% | +66.45% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.94% | -0.12% | +5.03% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.93% | -0.19% | -3.65% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.93% | -0.32% | -3.96% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.70% | — | -2.41% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.59% | — | -4.00% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.58% | — | -0.36% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.55% | — | +58.29% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.47% | — | +21.95% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 1.40% | — | -9.88% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | — | +3.28% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.35% | +0.65% | +17.31% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.31% | -0.08% | +123.56% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | — | -1.12% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.22% | — | -1.43% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.19% | — | — | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.08% | — | -4.53% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.06% | +0.15% | +49.66% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.04% | — | -10.00% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +13.81% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.83% | — | -2.40% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.80% | — | -5.23% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.79% | -1.97% | +7.79% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | — | +2.88% | |
| 31 | IVLU | Ishares Msci International V | ETF-其他 | 0.77% | — | -1.75% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | — | -5.16% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.35% | -2.08% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.69% | — | -2.79% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.69% | — | -4.18% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.11% | +43.72% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.66% | -0.14% | -0.38% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.61% | — | -3.62% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.58% | +0.11% | NEW | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.57% | — | +14.67% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.56% | — | +5.33% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | -0.12% | +3.22% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | -5.02% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.52% | -0.08% | +0.02% | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.49% | — | -8.10% | |
| 46 | IEV | Ishares Europe ETF | ETF-其他 | 0.48% | — | +2.04% | |
| 47 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.48% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | -0.12% | +5.08% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.15% | +12.86% | |
| 50 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.45% | — | — |