CIK: 0001693789
申报总市值
US$10.6亿
仅显示前 200 大持股（共 452 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 16.57% | -2.28% | -37.86% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.02% | +0.69% | -47.37% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.78% | +0.50% | -48.38% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 10.68% | -0.95% | -47.83% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 7.42% | -0.43% | +156.50% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.96% | -0.14% | -48.98% | |
| 7 | IAU | Ishares Gold Trust | ETF-避险与商品 | 4.12% | — | -46.36% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.35% | -0.13% | -20.87% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.44% | — | -55.76% | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.11% | -0.04% | -41.57% | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.98% | +0.15% | +1.01% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | +0.07% | -0.69% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | -0.08% | +14.04% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | +0.02% | +0.35% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | -0.08% | -11.75% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.06% | -12.25% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -0.35% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | -0.17% | -1.15% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.01% | -7.29% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | +29.03% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | +0.02% | -2.84% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.37% | — | +46.05% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.33% | -0.06% | -1.14% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.32% | -0.02% | +1.80% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.32% | +0.02% | +301.08% | |
| 26 | NOC | Northrop Grumman CORP | 股票-工业 | 0.30% | — | — | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | +0.51% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.28% | — | +6.17% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.27% | — | +2.82% | |
| 30 | ECL | Ecolab INC | 股票-原材料 | 0.26% | — | — | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.25% | — | — | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.24% | — | -8.99% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | — | -6.10% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | — | +68.36% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.22% | — | +14.49% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | +0.01% | -3.53% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.21% | — | +5.94% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.21% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.21% | — | -2.90% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.20% | — | -5.62% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.20% | — | +19.14% | |
| 42 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.20% | — | — | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.20% | — | -9.06% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.19% | — | +0.56% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.19% | — | +83.58% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.18% | — | -5.04% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.18% | — | +2.87% | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.17% | — | -28.35% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.17% | — | +0.11% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.17% | +0.01% | -1.01% |