CIK: 0001693789
申报总市值
US$10.6亿
仅显示前 200 大持股（共 349 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 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 11.44% | — | -0.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.04% | +0.69% | +50.15% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 8.21% | -0.14% | +7.51% | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 4.90% | — | -4.71% | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 4.81% | — | -4.43% | |
| 6 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 4.68% | — | -10.66% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.80% | -0.95% | +215.22% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.18% | +0.50% | +779.92% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.92% | -0.04% | +83.36% | |
| 10 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 2.81% | — | -37.35% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.82% | -0.06% | -0.81% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.80% | -0.13% | +220.31% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.76% | -0.06% | -3.46% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | +0.07% | +2.22% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.41% | +0.15% | +1.58% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | +0.01% | -0.14% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | +8.19% | |
| 18 | T | At&t INC | 股票-通信服务 | 1.11% | -0.02% | +17.22% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | +0.02% | +7.37% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | +0.02% | +5.90% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 0.88% | — | -3.53% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工业 | 0.80% | — | -5.71% | |
| 23 | ECL | Ecolab INC | 股票-原材料 | 0.76% | — | — | |
| 24 | BA | Boeing Co/the | 股票-工业 | 0.70% | — | -7.60% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.67% | — | +6.32% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | +1.26% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | — | -8.41% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | -1.68% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | -0.57% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | — | -2.60% | |
| 31 | D | Dominion Energy INC | 股票-公用事业 | 0.48% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | -0.08% | +200.47% | |
| 33 | NEE | Nextera Energy INC | 股票-公用事业 | 0.47% | — | +17.65% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | -5.05% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | — | +11.79% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.43% | -0.02% | +7.62% | |
| 37 | AFL | Aflac INC | 股票-金融 | 0.36% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | — | -2.33% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | +0.39% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | -1.53% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | -0.17% | +38.36% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.34% | -0.08% | +28.51% | |
| 43 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.32% | — | — | |
| 44 | NSC | Norfolk Southern CORP | 股票-工业 | 0.32% | -0.06% | +5.42% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | — | -1.75% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | +21.82% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.31% | — | +24.00% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.31% | — | +1.88% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.30% | — | +11.37% | |
| 50 | UTXZ | United Tech CORP | 股票-其他 | 0.30% | — | +5.51% |