CIK: 0001729847
申报总市值
US$4.1亿
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.19% | -2.11% | +1.25% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.51% | -1.38% | -0.30% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.56% | -0.88% | +2084.87% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 3.37% | -0.32% | +1.82% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.36% | — | +0.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.96% | -1.24% | +1.75% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.87% | -0.19% | +0.52% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.80% | -0.32% | +2.97% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.57% | — | +1.31% | |
| 10 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.56% | — | +1.14% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 2.48% | -0.09% | -0.23% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.42% | -0.21% | +1.79% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.25% | -0.26% | +3.38% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.88% | — | +2.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.84% | -0.24% | -1.23% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.76% | +2.86% | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.75% | — | +3.77% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.16% | +1.56% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.63% | — | -1.03% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.45% | — | -0.13% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.41% | +0.25% | +0.40% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.29% | — | -2.10% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.29% | — | +0.11% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | -0.22% | -0.06% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.19% | — | +1.47% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.17% | -0.18% | +7.76% | |
| 27 | ALL | Allstate CORP | 股票-金融 | 1.15% | — | -0.26% | |
| 28 | PANW | Palo Alto Networks INC | 股票-科技 | 1.11% | -0.22% | -0.04% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | +2.15% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.04% | — | +7.51% | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.03% | — | -0.31% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.99% | — | +2.48% | |
| 33 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.98% | — | +2.17% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | — | +1.89% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.92% | — | -0.21% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.79% | — | +6.34% | |
| 37 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.77% | — | +1.82% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.73% | — | +10.88% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.71% | — | +1.92% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +2.07% | |
| 41 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.66% | — | -1.65% | |
| 42 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.65% | — | -4.69% | |
| 43 | DPZ | Domino's Pizza INC | 股票-周期性消费 | 0.64% | — | — | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.58% | — | -7.77% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.58% | — | -4.94% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.56% | +0.35% | +5.00% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.55% | — | -6.07% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -0.93% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.53% | — | +2.02% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.53% | — | +1.70% |