CIK: 0001731927
申报总市值
US$4.0亿
仅显示前 176 大持股（共 376 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 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.02% | — | — | |
| 2 | USB | US Bancorp | 股票-金融 | 0.02% | — | +73.58% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.02% | — | — | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.02% | — | — | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.02% | — | — | |
| 6 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.02% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.02% | — | -48.23% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.02% | — | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.02% | — | — | |
| 10 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.02% | — | — | |
| 11 | CARR | Carrier Global CORP | 股票-工业 | 0.02% | — | -13.51% | |
| 12 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.02% | — | +1273.68% | |
| 13 | EPR 5.75 PERP C | Epr Properties | 股票-房地产 | 0.02% | — | — | |
| 14 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.02% | — | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.02% | — | -25.00% | |
| 16 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.02% | — | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.02% | — | — | |
| 18 | CP | Canadian Pacific Kansa F | 股票-工业 | 0.01% | — | — | |
| 19 | ✓ | Applied Materials INC | 股票-其他 | 0.01% | — | — | |
| 20 | DOW | Dow INC | 股票-原材料 | 0.01% | — | +2.07% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.01% | — | — | |
| 22 | ERFGBP | Enerplus CORP | 股票-其他 | 0.01% | — | — | |
| 23 | EXC | Exelon CORP | 股票-公用事业 | 0.01% | — | — | |
| 24 | OKE | Oneok INC | 股票-能源 | 0.01% | — | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.01% | — | +0.13% | |
| 26 | ✓ | Amgen INC | 股票-其他 | 0.01% | — | — | |
| 27 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.01% | — | -13.55% | |
| 28 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.01% | — | — | |
| 29 | QLV | Flexshares US Quality Low Vo | ETF-其他 | 0.01% | — | — | |
| 30 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-其他 | 0.01% | — | — | |
| 31 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.01% | — | — | |
| 32 | CTVA | Corteva INC | 股票-原材料 | 0.01% | — | +2.07% | |
| 33 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.01% | — | — | |
| 34 | ✓ | Sierra Oncology INC Com | 股票-其他 | 0.01% | — | +9.62% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.01% | — | — | |
| 36 | GS F PERP D | Goldman Sachs Group INC | 股票-金融 | 0.01% | — | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.01% | +0.03% | — | |
| 38 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.01% | — | — | |
| 39 | EEMX | State Street Spdr Msci Emerg | ETF-其他 | 0.01% | — | — | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.01% | — | +121.79% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.01% | +0.09% | NEW | |
| 42 | MET | Metlife INC | 股票-金融 | 0.01% | — | — | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.01% | — | — | |
| 44 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.01% | — | +26.32% | |
| 45 | CMF | Ishares California Muni Bond | ETF-其他 | 0.01% | — | — | |
| 46 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.01% | — | — | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.01% | — | — | |
| 48 | F | Ford Motor Co | 股票-周期性消费 | 0.01% | — | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.01% | — | — | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.01% | — | — |