CIK: 0001693789
申报总市值
US$10.6亿
仅显示前 200 大持股（共 391 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 | 17.52% | -2.28% | +3.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.19% | +0.69% | +8.93% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 13.26% | -2.02% | +9.34% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.85% | +0.50% | +0.08% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 6.17% | -0.95% | -29.03% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.87% | -0.43% | +0.62% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.69% | -0.14% | +0.47% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.98% | — | +3.46% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.37% | -0.08% | +93.63% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.32% | +1.11% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.99% | -0.17% | +253.48% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.98% | -0.01% | +61.71% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.84% | -0.13% | -13.20% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | -0.08% | +4.41% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.63% | +0.15% | -1.81% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.07% | -2.04% | |
| 17 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.56% | -0.15% | +191.86% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.55% | -0.09% | +328.30% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +21.99% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.06% | +7.33% | |
| 21 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.36% | -0.04% | -13.45% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.01% | -1.43% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | +0.02% | -7.09% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工业 | 0.33% | — | +1.50% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.31% | — | -4.83% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 0.29% | — | -6.65% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.27% | -0.06% | +609.59% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.25% | — | -0.91% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.24% | +0.02% | -0.89% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.24% | -0.06% | +7.61% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.20% | +0.09% | +1.41% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.17% | — | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.16% | — | -27.41% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.16% | — | -3.40% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.15% | — | -1.62% | |
| 36 | AFL | Aflac INC | 股票-金融 | 0.15% | — | — | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.14% | — | -7.95% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.14% | — | -10.20% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.14% | — | -14.48% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.14% | — | +0.02% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.14% | — | -8.78% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.14% | — | +1.13% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.13% | — | -0.40% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.12% | -0.03% | +0.63% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.12% | — | -1.92% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.12% | — | -9.74% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | +0.01% | +0.07% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.12% | — | +5.82% | |
| 49 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.12% | — | — | |
| 50 | NSC | Norfolk Southern CORP | 股票-工业 | 0.11% | -0.06% | — |