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 | 7.36% | -2.11% | -0.19% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.89% | -1.38% | -2.77% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.36% | — | -0.49% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 3.18% | -0.32% | -6.64% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.78% | -0.32% | +0.46% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.71% | -0.88% | -0.47% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.64% | — | +3.56% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.57% | — | -0.65% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.53% | -0.19% | -7.69% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 2.53% | -0.09% | +0.37% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.43% | — | +839.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | -1.24% | -1.45% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.31% | -0.21% | +2.49% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.03% | -0.26% | -7.48% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | -0.16% | +0.67% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.90% | — | +2.65% | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.70% | — | -2.23% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.68% | -0.24% | -5.60% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.76% | +1.14% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.61% | — | +19.65% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.51% | — | +2.87% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.46% | — | -6.84% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.44% | — | +17.43% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.43% | +0.25% | +0.25% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.29% | — | +2.30% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | -0.22% | -1.07% | |
| 27 | ALL | Allstate CORP | 股票-金融 | 1.18% | — | +0.52% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.17% | -0.18% | +3.93% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | +1.97% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | — | +10.66% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.05% | -0.41% | +293.10% | |
| 32 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.03% | — | -0.35% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.99% | — | +7.48% | |
| 34 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.92% | — | -10.91% | |
| 35 | PANW | Palo Alto Networks INC | 股票-科技 | 0.91% | -0.22% | +0.70% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.90% | — | +4.50% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.90% | — | -25.70% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | +0.35% | +49.13% | |
| 39 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.79% | — | +2.54% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.78% | — | +2.35% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.78% | — | -13.30% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.76% | — | +3.18% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.63% | — | +0.62% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | — | +7.01% | |
| 45 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.58% | — | -10.73% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.57% | — | +72.48% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.56% | — | +2.19% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.54% | -0.19% | +3.72% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +9.45% | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.54% | — | +4.54% |