CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2054 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 | 7.37% | — | +336.51% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.33% | +0.15% | +2.47% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.41% | -0.21% | +10.36% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.01% | — | +191.42% | |
| 5 | T | At&t INC | 股票-通信服务 | 1.79% | — | +5.18% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.45% | — | +468.79% | |
| 7 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.20% | — | +20723.35% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.10% | — | -1.24% | |
| 9 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 1.01% | — | -0.94% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.98% | — | +5388.81% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | +0.55% | +8.00% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | — | +83.88% | |
| 13 | CAT | Caterpillar INC | 股票-工业 | 0.88% | — | -8.88% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.87% | — | +18.17% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.86% | +0.09% | +6.87% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.84% | — | +7.21% | |
| 17 | WPC | Wp Carey INC | 股票-房地产 | 0.84% | — | +3.28% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | +8.99% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.10% | +3.78% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.82% | — | +26.39% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +9.29% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | — | -0.45% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 0.77% | — | +21.15% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.77% | — | +401.37% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.36% | +4.65% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工业 | 0.73% | +0.32% | -0.33% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 0.72% | -0.10% | +10.10% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.70% | — | +19.75% | |
| 29 | MO | Altria Group INC | 股票-非周期性消费 | 0.69% | — | +7.46% | |
| 30 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.69% | — | +5333.63% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.68% | — | -28.90% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | -16.89% | |
| 33 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.66% | — | -2.81% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.64% | — | +0.79% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +19.04% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | — | +15.35% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.61% | — | +193.36% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +8.08% | |
| 39 | HTAEUR | Healthcare Trust Of Ame-cl A | 股票-其他 | 0.59% | — | -8.41% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.56% | +0.22% | +145.63% | |
| 41 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.55% | — | +42.86% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | — | +54.19% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +232.55% | |
| 44 | SO | Southern Co/the | 股票-公用事业 | 0.51% | — | +34.21% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.50% | — | -2.05% | |
| 46 | O | Realty Income CORP | 股票-房地产 | 0.50% | — | -9.46% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | — | +51.56% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.49% | — | +10.45% | |
| 49 | CMI | Cummins INC | 股票-工业 | 0.49% | — | +26.11% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.49% | — | -6.60% |