CIK: 0001727336
申报总市值
US$148.5亿
仅显示前 200 大持股（共 477 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 | 49.88% | -5.97% | +0.56% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 12.07% | +0.03% | +1.68% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 9.88% | -0.75% | -0.09% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 8.75% | -0.03% | +0.05% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.99% | -0.02% | +0.95% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.16% | -0.04% | +5.34% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.22% | -0.06% | +3.16% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.08% | -0.07% | +3.67% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.00% | -0.01% | -0.22% | |
| 10 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.77% | — | -1.74% | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.67% | -0.01% | +1.59% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.59% | — | +0.34% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.59% | -0.03% | +28.10% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.55% | -0.03% | +2.26% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | +5.09% | |
| 16 | DFIV | Dimensional International Va | ETF-其他 | 0.31% | — | +17.95% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.28% | — | +3.14% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.21% | -0.01% | -4.28% | |
| 19 | DFAT | Dimensional US Target Value | ETF-其他 | 0.18% | — | +13.28% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.18% | -0.01% | -17.02% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.16% | +0.02% | +3.22% | |
| 22 | INTF | Ishares International Equity | ETF-其他 | 0.14% | -0.03% | +2.09% | |
| 23 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.12% | — | +23.74% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.12% | — | +3.42% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | -0.02% | +2.38% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.09% | -0.01% | +0.24% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.08% | — | -20.37% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.06% | — | -27.88% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.06% | — | -1.74% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.04% | +0.01% | -1.67% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工业 | 0.04% | +0.01% | -5.08% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.04% | — | +1.43% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.04% | — | -10.13% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.03% | — | +0.14% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.03% | — | -4.85% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.03% | — | +7.90% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.03% | — | -0.42% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.02% | — | -2.97% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.02% | — | +2.52% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.02% | — | -9.43% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.02% | — | -0.02% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.02% | — | -45.15% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.02% | — | +2.47% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.02% | — | +56.51% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.02% | — | -0.90% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.02% | +0.02% | +0.72% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.02% | — | +62.06% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.01% | — | +1.92% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.01% | — | +2.56% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.01% | — | +4.11% |