CIK: 0001693789
申报总市值
US$10.6亿
仅显示前 200 大持股（共 443 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 | 16.89% | +0.69% | +5.05% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.55% | +0.50% | +2.38% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 11.45% | -0.95% | +3.85% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 10.57% | -2.28% | +68.50% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 6.55% | -0.14% | +0.63% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 4.68% | — | +3.77% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.95% | -0.13% | -3.34% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.50% | -0.04% | -6.98% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.87% | — | -1.05% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.30% | +0.15% | +8.75% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | +0.07% | +4.91% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.87% | -0.08% | -7.61% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.06% | -11.53% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.84% | +0.02% | +28.98% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | -0.08% | +30.65% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | -0.17% | +6.12% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | -4.17% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | +0.02% | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | +0.01% | +1.10% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.48% | -0.06% | +1.40% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.46% | -0.02% | -4.98% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | +0.02% | +1.41% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.42% | — | -18.76% | |
| 24 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.37% | — | -6.22% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | — | -1.60% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.35% | — | +10.60% | |
| 27 | NOC | Northrop Grumman CORP | 股票-工业 | 0.34% | — | +0.52% | |
| 28 | ECL | Ecolab INC | 股票-原材料 | 0.34% | — | — | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | +1.09% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.30% | — | -3.33% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.29% | — | +1.30% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.29% | — | +25.09% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.28% | — | -8.21% | |
| 34 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.27% | — | -24.17% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 0.27% | — | -21.88% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | — | -8.73% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.25% | — | +4.90% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.25% | — | +0.62% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | — | +7.13% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | — | +1.39% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.24% | — | +5.82% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.23% | — | -9.36% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.23% | -0.06% | +6.91% | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.22% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.22% | — | -2.05% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.21% | — | -2.89% | |
| 47 | D | Dominion Energy INC | 股票-公用事业 | 0.21% | — | -4.66% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.20% | — | +469.54% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.20% | — | -5.70% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | +0.01% | +7.38% |