CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2163 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 | 4.35% | — | +17.06% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 2.82% | +0.15% | +0.31% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.59% | -0.21% | +3.80% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.85% | — | +18.01% | |
| 5 | T | At&t INC | 股票-通信服务 | 1.61% | — | +3.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.40% | +0.55% | +9.28% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 1.22% | — | +3.33% | |
| 8 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 0.95% | — | — | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | — | +1.48% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.92% | — | -0.53% | |
| 11 | INTC | Intel CORP | 股票-科技 | 0.90% | — | -6.15% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | -0.10% | +2.20% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.36% | +2.09% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +2.43% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | — | +81.57% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.85% | — | +26.57% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.09% | -2.60% | |
| 18 | WPC | Wp Carey INC | 股票-房地产 | 0.83% | — | +0.86% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.82% | — | +6.56% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | — | +2.96% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | +7.49% | |
| 22 | NSC | Norfolk Southern CORP | 股票-工业 | 0.80% | +0.32% | +0.27% | |
| 23 | MO | Altria Group INC | 股票-非周期性消费 | 0.74% | — | +0.56% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.72% | — | +1379.38% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 0.72% | — | -1.45% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | — | +118.90% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | -0.10% | -3.94% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.68% | +0.22% | +14.57% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.66% | — | -3.38% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | -1.70% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.63% | — | +0.26% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | +0.18% | +22.75% | |
| 33 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.62% | — | -1.32% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.61% | — | +7.44% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.60% | — | -5.63% | |
| 36 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.58% | — | -0.91% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.58% | — | +3.35% | |
| 38 | GIS | General Mills INC | 股票-非周期性消费 | 0.57% | — | +2.60% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.56% | — | +2.48% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +3.90% | |
| 41 | CMI | Cummins INC | 股票-工业 | 0.53% | — | +2.43% | |
| 42 | F | Ford Motor Co | 股票-周期性消费 | 0.53% | — | +3.83% | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.53% | — | +0.53% | |
| 44 | LBEUR | L Brands INC | 股票-其他 | 0.51% | — | -1.13% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | +1.14% | +72.44% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | +2.85% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.50% | — | -3.03% | |
| 48 | GHI | Greystone Housing Impact Investors LP | 股票-其他 | 0.50% | — | +3.18% | |
| 49 | GWW | Ww Grainger INC | 股票-工业 | 0.50% | — | +1.46% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | +11.03% |