CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 251 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.33% | +1.39% | +7.92% | |
| 2 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.11% | -1.45% | -6.67% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 6.30% | -0.04% | +122.67% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.48% | +0.45% | -11.44% | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.82% | — | +87.94% | |
| 6 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.50% | +0.28% | -5.84% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.81% | -3.61% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.86% | -0.67% | -11.74% | |
| 9 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 2.43% | — | -34.38% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.38% | +1.24% | -59.14% | |
| 11 | KR | Kroger Co | 股票-非周期性消费 | 2.10% | — | -18.68% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.68% | — | -34.98% | |
| 13 | CI | THE Cigna Group | 股票-医疗保健 | 1.67% | — | -1.33% | |
| 14 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 1.61% | -0.51% | -5.94% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | — | -2.51% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.59% | — | -5.59% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.48% | +0.32% | +13.82% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.41% | — | -13.63% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.32% | — | -19.46% | |
| 20 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 1.29% | — | +83.75% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 1.29% | — | -23.65% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | +0.37% | -60.17% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | — | +4.86% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | — | +6.14% | |
| 25 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.96% | — | — | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | — | +5.55% | |
| 27 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 0.78% | — | — | |
| 28 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.77% | — | -0.02% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.76% | — | -0.68% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.75% | — | +4.33% | |
| 31 | PRU | Prudential Financial INC | 股票-金融 | 0.75% | — | — | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.74% | — | -17.25% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | — | +10.57% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | — | -2.64% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.72% | — | — | |
| 36 | SYY | Sysco CORP | 股票-非周期性消费 | 0.72% | +0.25% | NEW | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.69% | — | -3.59% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +0.52% | |
| 39 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.60% | — | — | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | +1.07% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.54% | — | +257.41% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.54% | -1.01% | +691.87% | |
| 43 | PPL | Ppl CORP | 股票-公用事业 | 0.49% | — | +5.84% | |
| 44 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.47% | — | +1.65% | |
| 45 | DAL | Delta Air Lines INC | 股票-工业 | 0.47% | +0.33% | NEW | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.46% | +0.28% | +28.89% | |
| 47 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.45% | -0.77% | EXIT | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +40390.00% | |
| 49 | FTNT | Fortinet INC | 股票-科技 | 0.42% | — | +0.80% | |
| 50 | AES | Aes CORP | 股票-公用事业 | 0.37% | — | — |