CIK: 0001714346
申报总市值
US$4.4亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.62% | — | -2.76% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.37% | — | -0.10% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.21% | — | +15.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | — | -0.32% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.60% | — | -0.64% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.52% | — | — | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.40% | — | +0.27% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.13% | — | +8.06% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.92% | — | +7.70% | |
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.86% | — | +20.38% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.83% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.75% | — | +0.55% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.72% | — | — | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 1.70% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.59% | — | +21.96% | |
| 16 | PYPL | Paypal Holdings INC | 股票-金融 | 1.50% | — | -0.31% | |
| 17 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.38% | — | +10.12% | |
| 18 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 1.35% | — | +9.58% | |
| 19 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.34% | — | +14.58% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.34% | — | +29.04% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | — | -0.16% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | — | -0.40% | |
| 23 | ITW | Illinois Tool Works | 股票-工业 | 1.23% | — | — | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | — | -0.43% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.16% | — | -0.51% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.98% | — | — | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.98% | — | -0.69% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.95% | — | — | |
| 29 | WEP | Magellan Midstream Partners | 股票-其他 | 0.87% | — | — | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.77% | — | +24.29% | |
| 31 | ✓ | Ishares Tr | 股票-其他 | 0.76% | — | +35.00% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | +19.59% | |
| 33 | DE | Deere & Co | 股票-工业 | 0.74% | — | -0.80% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.73% | — | — | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.73% | — | +16.91% | |
| 36 | ✓ | Ishares Tr | 股票-其他 | 0.72% | — | +17.51% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 0.69% | — | -44.84% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +0.04% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | — | — | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.63% | — | +54.55% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | -15.10% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | -0.35% | |
| 43 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.59% | — | +11.20% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.59% | — | -0.18% | |
| 45 | ET | Energy Transfer LP | 股票-能源 | 0.59% | — | — | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | — | -0.12% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.54% | — | -0.81% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | -0.16% | |
| 49 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.52% | — | -0.13% | |
| 50 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.47% | — | +70.62% |