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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 18.21% | -2.28% | +16.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.05% | +0.69% | +5.78% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.92% | +0.50% | +17.71% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 10.81% | -0.95% | +6.91% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 6.80% | -0.43% | +6.88% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 6.21% | -0.14% | +6.82% | |
| 7 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.98% | — | +8.32% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.12% | -0.04% | +5604.50% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.78% | -0.13% | -19.57% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.11% | +0.15% | +5.50% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | — | -21.68% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | +0.07% | +1.34% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | -0.08% | +13.57% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.77% | -0.04% | -27.80% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.58% | +0.02% | +1.98% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | +34.64% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | -0.08% | -10.47% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | -2.45% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.06% | -8.92% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.48% | — | +43.99% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | -0.17% | -7.59% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.01% | -1.72% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | +0.02% | +1.64% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.30% | -0.06% | -1.60% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.29% | — | +3.40% | |
| 26 | NOC | Northrop Grumman CORP | 股票-工业 | 0.27% | — | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.26% | — | +67.46% | |
| 28 | ECL | Ecolab INC | 股票-原材料 | 0.25% | — | — | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.22% | — | -23.21% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.22% | — | -4.55% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.21% | — | -2.40% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | — | -0.98% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.21% | — | -1.74% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.21% | — | -7.40% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.20% | — | +9.37% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.20% | — | -1.39% | |
| 37 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.19% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.19% | — | -3.73% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | +0.01% | -5.38% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.19% | -0.15% | +59.08% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.18% | — | -3.56% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | — | +13.90% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.18% | — | +2.13% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.17% | — | +6.84% | |
| 45 | D | Dominion Energy INC | 股票-公用事业 | 0.17% | — | +24.03% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.17% | — | -4.60% | |
| 47 | NSC | Norfolk Southern CORP | 股票-工业 | 0.17% | -0.06% | -1.28% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.16% | — | -5.62% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.16% | — | +62.83% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.16% | -0.02% | -37.92% |