CIK: 0001727599
申报总市值
US$114.7亿
仅显示前 200 大持股（共 224 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 | 11.15% | -0.34% | -2.59% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.08% | -0.48% | +24.31% | |
| 3 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 8.98% | — | +7018.43% | |
| 4 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 8.10% | -3.16% | +3.62% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.99% | +0.14% | +73.88% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 5.66% | +0.10% | +23.65% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.59% | -0.06% | -41.09% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 4.66% | — | — | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 4.13% | -1.37% | +41.49% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.51% | — | +316.06% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.06% | -0.66% | +7.66% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.29% | -0.13% | EXIT | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.78% | -0.17% | EXIT | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.72% | +0.15% | +10.93% | |
| 15 | PWRD | Tcw Transform Systems ETF | ETF-其他 | 1.63% | +0.59% | -3.59% | |
| 16 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.55% | — | — | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.29% | -0.23% | — | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.21% | — | -50.36% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.20% | — | +1.41% | |
| 20 | ABLG | Abac Fcf Intern Lead Etf-usd | ETF-其他 | 1.17% | — | -0.94% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.16% | — | +0.01% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | +0.38% | |
| 23 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.88% | — | +0.66% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.81% | — | — | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.70% | — | -45.08% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | — | — | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.42% | — | +10.68% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | — | -20.13% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.31% | — | +0.57% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.31% | — | +31.90% | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.29% | — | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | — | +1.21% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | — | -23.19% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | — | -16.07% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.24% | — | +1.60% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.22% | +0.38% | +83.62% | |
| 37 | SHYM | Ishares Short Duration High | ETF-其他 | 0.22% | — | -43.19% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.20% | — | +0.13% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.19% | — | -58.36% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.19% | — | -6.78% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.18% | — | +89.25% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.17% | — | +1229.39% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.17% | — | +1.45% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.17% | — | -5.78% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.16% | — | +2.59% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.15% | — | +2.61% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.15% | — | -12.51% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.12% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.12% | — | -8.10% | |
| 50 | ZTS | Zoetis INC | 股票-医疗保健 | 0.11% | — | -1.59% |