CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 247 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 | 7.68% | +0.24% | -3.81% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.02% | -0.42% | +5.33% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.95% | -0.06% | +55.02% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.46% | -0.21% | +47.56% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.26% | +0.44% | +17.26% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.16% | -0.06% | -21.07% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.79% | +0.12% | +0.60% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.01% | -0.19% | -1.79% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | -0.12% | -1.25% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.78% | -0.32% | -0.28% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.73% | -0.08% | +20.89% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.54% | — | +14.17% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.52% | — | -0.02% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.50% | — | +8.92% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.49% | — | -3.22% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | — | +1.60% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.36% | — | -2.78% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.30% | +0.15% | +38.23% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | — | +0.65% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.21% | — | +2.44% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.18% | +0.65% | -0.15% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | — | +0.57% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.12% | — | +0.17% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.94% | — | -2.21% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.90% | — | -2.09% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | -0.35% | +14.22% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | +3.54% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.82% | -0.14% | -1.60% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.81% | -1.97% | +1.28% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | -0.11% | +3.81% | |
| 31 | IVLU | Ishares Msci International V | ETF-其他 | 0.75% | — | +3.03% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.73% | — | -1.96% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.72% | — | +1.65% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.70% | — | -0.39% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | -0.12% | +6.80% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.64% | — | -1.27% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | +0.07% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.59% | — | +0.76% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.58% | — | +66.47% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.12% | +6.04% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | -0.08% | +0.01% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | -0.47% | |
| 43 | NJUL | Innovator Growth 100 Power B | ETF-其他 | 0.49% | — | — | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.49% | — | +0.79% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | -30.08% | |
| 46 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.47% | — | -22.89% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | +0.13% | +3.68% | |
| 48 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.45% | — | — | |
| 49 | IEV | Ishares Europe ETF | ETF-其他 | 0.45% | — | -0.01% | |
| 50 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.44% | — | -9.73% |