CIK: 0001641866
申报总市值
US$55.4亿
仅显示前 200 大持股（共 3137 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 | AAPL | Apple INC | 股票-科技 | 2.15% | -0.02% | +1.98% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.53% | — | +1.98% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | +0.31% | +24.35% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.43% | -0.30% | +4.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | — | +16.36% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.21% | — | -41.60% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | — | +8.62% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.16% | — | +39.51% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.06% | — | -44.59% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.06% | +0.14% | +9.39% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.04% | — | -3.41% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 0.95% | — | +183.13% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.93% | +0.05% | +17.21% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.90% | — | -7.25% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | -0.02% | +8.89% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.89% | — | -3.32% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.84% | — | -6.89% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +0.15% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.04% | +9.55% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.79% | — | -22.05% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | -0.03% | +1.55% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.74% | — | -4.13% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.70% | — | +54.69% | |
| 24 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.68% | +0.05% | +58.66% | |
| 25 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.67% | -0.28% | +31.26% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.09% | +15.83% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.10% | +5.20% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.64% | -0.16% | +80.17% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | — | -6.50% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.63% | — | +13.49% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.63% | — | +26.89% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.61% | — | +26.10% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.61% | — | +5.49% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.60% | — | -4.87% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | — | -14.14% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | — | +45.02% | |
| 37 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.56% | — | +0.03% | |
| 38 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 0.54% | — | +3.18% | |
| 39 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.54% | — | +2.61% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +3.04% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +1.85% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | — | +16.49% | |
| 43 | IOCT | Innovator Int Dev Power Buff | ETF-其他 | 0.49% | — | -7.11% | |
| 44 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.49% | — | -5.49% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.48% | — | -3.08% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.47% | — | +0.20% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | +0.22% | +10.82% | |
| 48 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.45% | — | +45.62% | |
| 49 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.45% | — | +4.18% | |
| 50 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.45% | — | +3.71% |