CIK: 0001767715
申报总市值
US$13.3亿
仅显示前 200 大持股（共 216 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 14.79% | — | -5.49% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.57% | — | -7.21% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.90% | — | -3.74% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.55% | — | +142.54% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.50% | — | +56.77% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.33% | — | +5.92% | |
| 7 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 2.53% | — | +14.67% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.38% | — | -0.97% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | — | +76.14% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.99% | — | +13.75% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.92% | — | -39.12% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.91% | — | -0.41% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.78% | — | +159.93% | |
| 14 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.78% | — | +2207.52% | |
| 15 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 1.74% | — | +28.08% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | — | -5.38% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.72% | — | +2395.03% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.67% | — | -28.52% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.58% | — | +44.74% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.53% | — | +1402.04% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.41% | — | -12.49% | |
| 22 | PGX | Invesco Preferred ETF | ETF-其他 | 1.38% | — | +193.77% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | — | +2.86% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.21% | — | +1.80% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | — | +376.43% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.88% | — | -33.54% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | — | -5.89% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +7.48% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | +64.66% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +5.60% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.64% | — | +112.86% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | +79.35% | |
| 33 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.56% | — | +0.08% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | — | +1.13% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.53% | — | +337.68% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -3.35% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | +59.92% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.48% | — | +35.30% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | -0.29% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | — | -2.27% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | — | +12.97% | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.38% | — | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.38% | — | +4.63% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +3.16% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | — | -30.16% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.34% | — | -3.84% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.32% | — | +26.42% | |
| 48 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.32% | — | — | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | +69.48% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | — | +9.56% |