CIK: 0001641866
申报总市值
US$55.4亿
仅显示前 200 大持股（共 3929 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.67% | — | -4.30% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.12% | +0.31% | -3.04% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.98% | -0.02% | -5.15% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.89% | — | -0.54% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.53% | — | -3.93% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | — | +5.91% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.19% | — | -0.09% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.14% | — | -23.44% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.02% | -2.81% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.02% | — | -5.05% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.99% | — | -8.79% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | — | +2.85% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | +2.50% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | — | +8.35% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | -0.03% | -9.69% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | — | -2.79% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.61% | — | -1.05% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.61% | — | +10.09% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | +0.07% | -0.25% | |
| 20 | IYLD | Ishares Morningstar Multi-as | ETF-其他 | 0.59% | — | +8.02% | |
| 21 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.58% | — | +17.38% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | +0.93% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | -0.17% | +7.70% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | -7.67% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -4.84% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | +8.45% | |
| 27 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.53% | — | +0.16% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | — | -4.42% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.51% | — | +5.97% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.51% | — | +19.98% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | — | +1.06% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | +1.81% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | — | -1.09% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | -13.07% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +5.04% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.48% | — | +11.97% | |
| 37 | CRBPEUR | Corbus Pharmaceuticals Holdi | 股票-其他 | 0.46% | — | +0.36% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.46% | — | +13.19% | |
| 39 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.45% | — | +5.86% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | -5.39% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | +10.25% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | +0.10% | +5.68% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | -5.74% | |
| 44 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.42% | — | +30.57% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.42% | — | +22.01% | |
| 46 | ✓ | Transamerica ETF Tr | ETF-其他 | 0.41% | — | +14.39% | |
| 47 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.40% | — | -25.42% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.40% | — | -11.58% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.40% | — | -8.50% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +0.03% |