CIK: 0001693789
申报总市值
US$10.6亿
仅显示前 200 大持股（共 378 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 14.43% | +0.50% | +39.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.18% | +0.69% | +8.26% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 9.03% | -2.28% | -36.04% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.87% | — | +101714.36% | |
| 5 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 8.21% | -2.02% | -19.99% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 4.93% | -0.43% | +1.81% | |
| 7 | IAU | Ishares Gold Trust | ETF-避险与商品 | 4.65% | — | +34.08% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.34% | +1.11% | +273.39% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.06% | -0.14% | +6.61% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 3.33% | +1.39% | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.00% | -0.01% | +16094.97% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.83% | -0.95% | -46.79% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.95% | -0.21% | — | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.91% | — | — | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.86% | -0.01% | +1.05% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | -0.08% | -29.83% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | -0.17% | -21.67% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.58% | -0.13% | -14.32% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | +0.07% | +0.67% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.56% | +0.15% | -13.11% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | -0.08% | -11.10% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +1.92% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.06% | +2.90% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.36% | -0.09% | -23.26% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.27% | -0.15% | -40.62% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.26% | -0.04% | -9.49% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | +0.02% | -11.20% | |
| 28 | NOC | Northrop Grumman CORP | 股票-工业 | 0.23% | — | +1.10% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | +0.02% | -7.32% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | +0.01% | -12.84% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.21% | — | -5.88% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.21% | — | +3.40% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.20% | — | -11.07% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.17% | -0.06% | -10.35% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.16% | -0.06% | -26.07% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.14% | +0.09% | -2.20% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.13% | — | -0.73% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.13% | — | -0.97% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.13% | — | +5.50% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.12% | — | +6.87% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | -0.46% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.12% | — | +158.62% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.12% | — | -2.46% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.12% | — | -12.03% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | +0.01% | +1.81% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.11% | — | -4.73% | |
| 47 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.10% | — | — | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.10% | — | +3.07% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | -2.39% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.10% | — | -6.90% |