CIK: 0001803648
申报总市值
US$1.9亿
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.50% | — | +0.01% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 4.37% | — | +5.65% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.18% | — | +2.09% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.18% | — | +86.81% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.14% | — | +2.31% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.88% | — | +5.52% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.84% | — | +1.79% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.66% | — | +92.22% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.40% | — | +2.30% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.31% | — | +2.69% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.95% | — | -3.23% | |
| 12 | PGX | Invesco Preferred ETF | ETF-其他 | 2.89% | — | -1.10% | |
| 13 | TFX | Teleflex INC | 股票-医疗保健 | 1.83% | — | — | |
| 14 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.78% | — | — | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.43% | — | -1.89% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | — | +0.03% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | — | -2.46% | |
| 18 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 1.34% | — | +0.02% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.24% | — | -2.23% | |
| 20 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.23% | — | -0.79% | |
| 21 | ITW | Illinois Tool Works | 股票-工业 | 1.14% | — | +0.79% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.00% | — | +4.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | — | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | — | -1.99% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | — | -2.15% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | — | -2.81% | |
| 27 | DTE | Dte Energy Company | 股票-公用事业 | 0.82% | — | +3.59% | |
| 28 | RUN | Sunrun INC | 股票-科技 | 0.80% | — | +66.52% | |
| 29 | AON | Aon plc | 股票-金融 | 0.80% | — | -3.50% | |
| 30 | NEE | Nextera Energy INC | 股票-公用事业 | 0.79% | — | +346.38% | |
| 31 | ADBE | Adobe INC | 股票-科技 | 0.76% | — | — | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | +9.15% | |
| 33 | FICO | Fair Isaac CORP | 股票-科技 | 0.73% | — | -0.14% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.70% | — | -5.16% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | -6.20% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | +3.00% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | — | +1.77% | |
| 38 | VLO | Valero Energy CORP | 股票-能源 | 0.62% | — | -12.43% | |
| 39 | FDX | Fedex CORP | 股票-工业 | 0.60% | — | -5.75% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -0.15% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | -7.55% | |
| 42 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.58% | — | -3.82% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | +13.05% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | — | -0.27% | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.54% | — | +3.38% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.53% | — | -15.33% | |
| 47 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 0.52% | — | +18.29% | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.51% | — | -7.02% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.51% | — | -3.68% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.50% | — | +2.62% |