CIK: 0001721527
申报总市值
US$7.1亿
仅显示前 200 大持股（共 240 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 | 8.65% | +0.24% | +12.72% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.35% | -0.42% | -2.77% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.21% | -0.21% | +21.82% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.45% | -0.06% | -13.23% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.77% | +0.12% | -2.16% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.74% | -0.32% | +49.34% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.70% | -0.06% | -14.27% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.63% | +0.44% | -14.03% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.97% | -0.19% | -1.21% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.85% | -0.12% | -2.25% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.49% | — | -1.90% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.48% | — | -6.38% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | — | -0.70% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.41% | +0.15% | +7.54% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.39% | — | -1.15% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | — | +0.16% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 1.29% | — | -14.05% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | — | -0.17% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | — | +0.20% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.10% | — | — | |
| 21 | UPS | United Parcel Service-cl B | 股票-工业 | 1.09% | — | -0.24% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.97% | -0.08% | -43.00% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.96% | — | -1.43% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | +0.62% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.91% | — | +80.97% | |
| 26 | IVLU | Ishares Msci International V | ETF-其他 | 0.89% | — | +15.85% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.89% | — | -2.35% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.87% | -1.97% | +6.93% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.35% | -1.76% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.83% | -0.11% | +1254.97% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | -0.11% | -1.76% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.80% | — | +518.84% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | — | -31.02% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | -0.14% | +0.07% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | — | -0.72% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | -0.12% | +3.87% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.71% | — | -1.79% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.63% | — | -8.89% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.62% | — | -5.92% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +5.15% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | -0.12% | -1.71% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.57% | — | -1.79% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +712.98% | |
| 44 | NJUL | Innovator Growth 100 Power B | ETF-其他 | 0.51% | — | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | +0.13% | -0.67% | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.47% | — | — | |
| 47 | IEV | Ishares Europe ETF | ETF-其他 | 0.46% | — | +5.20% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.15% | +7.88% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.44% | -0.08% | -14.34% | |
| 50 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.43% | — | -23.38% |