CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 286 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.90% | -1.74% | -12.77% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 6.50% | -3.16% | -9.16% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.74% | — | -2.47% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.33% | -0.14% | -0.23% | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.66% | — | +13.28% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.42% | +0.56% | +23.41% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.09% | +0.58% | +391.37% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 2.75% | — | +1090.72% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.74% | — | -5.94% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.70% | — | +2.39% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.99% | — | +1.78% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | +0.22% | -5.44% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.47% | — | +7.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | — | -2.30% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.27% | — | -3.64% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | -6.54% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.05% | -0.51% | -6.66% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.02% | — | +63.85% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.99% | — | +21.79% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.98% | — | +914.40% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.89% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | -21.38% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.78% | — | +23.51% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | — | -0.88% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | — | -10.90% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.73% | — | -18.21% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.19% | -6.42% | |
| 28 | SUI | Sun Communities INC | 股票-房地产 | 0.67% | — | — | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.66% | — | +2.03% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | — | -3.17% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 0.64% | — | -5.18% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | — | +69.33% | |
| 33 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.44% | — | +23.47% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | — | +18.86% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | +0.32% | -3.81% | |
| 36 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.41% | — | +0.04% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | — | -1.97% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | +0.20% | -6.37% | |
| 39 | UUP | Invesco Db US Dollar Index B | ETF-大型股与成长 | 0.37% | — | — | |
| 40 | TOLZ | Proshares Glb Infrastructure | ETF-其他 | 0.36% | — | +19.57% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | — | -11.98% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | +0.14% | -10.05% | |
| 43 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.34% | — | — | |
| 44 | ONDS | Ondas INC | 股票-科技 | 0.33% | — | -7.32% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.33% | — | +44.87% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.31% | — | -0.41% | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.31% | — | -22.19% | |
| 48 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.30% | — | — | |
| 49 | PAAS | Pan American Silver CORP | 股票-原材料 | 0.30% | — | -46.67% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.29% | — | — |