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 | 4.92% | — | +17.86% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.21% | -2.36% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 2.43% | +0.15% | -0.90% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.83% | — | +2.49% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.82% | — | +121.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.47% | +0.55% | +8.83% | |
| 7 | T | At&t INC | 股票-通信服务 | 1.43% | — | -1.19% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | +0.18% | +118.17% | |
| 9 | CAT | Caterpillar INC | 股票-工业 | 1.08% | — | -3.56% | |
| 10 | HEESEUR | H&e Equipment Services INC | 股票-其他 | 1.04% | — | +11552.18% | |
| 11 | ✓ | 股票-其他 | 1.04% | — | +308085.57% | ||
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.02% | +0.22% | +50.53% | |
| 13 | INTC | Intel CORP | 股票-科技 | 0.99% | — | +0.00% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.36% | +2.56% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | — | -2.40% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | -3.86% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | — | +60.98% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | -0.10% | -1.79% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | — | +1.12% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | — | -9.35% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.76% | — | +5.85% | |
| 22 | WPC | Wp Carey INC | 股票-房地产 | 0.75% | — | +2.25% | |
| 23 | NSC | Norfolk Southern CORP | 股票-工业 | 0.73% | +0.32% | -0.22% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.72% | +0.09% | -2.51% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | — | -2.16% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | — | +2.67% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | -0.52% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | -0.10% | +3.35% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.69% | — | +14.12% | |
| 30 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.68% | — | +49.93% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.67% | +1.14% | +39.51% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.66% | — | +1.52% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.64% | — | +33.60% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.64% | — | +0.60% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | — | -6.65% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.63% | — | +0.83% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.62% | — | +0.97% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.60% | — | +499.69% | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | — | -6.64% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | — | +14.37% | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.57% | — | +0.23% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.56% | — | +37.81% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.55% | — | +2.97% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +4.88% | |
| 45 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.54% | — | +4.49% | |
| 46 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.54% | — | -0.40% | |
| 47 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.52% | — | +12.44% | |
| 48 | GHI | Greystone Housing Impact Investors LP | 股票-其他 | 0.50% | — | +0.75% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.50% | — | +26.60% | |
| 50 | CMI | Cummins INC | 股票-工业 | 0.50% | — | +4.98% |