CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 269 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 | MSFT | Microsoft CORP | 股票-科技 | 4.95% | -1.53% | +26.54% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 3.02% | — | +64.35% | |
| 3 | BTZ | Blackrock Credit Allocation | 股票-其他 | 2.11% | — | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.94% | -0.14% | +87.56% | |
| 5 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.89% | — | +36.16% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 1.86% | — | +25.37% | |
| 7 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 1.85% | — | — | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.85% | +0.34% | +140.43% | |
| 9 | ERC | Allspring Multi-sector INC | 股票-其他 | 1.83% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.81% | — | +292.35% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.79% | — | +85.35% | |
| 12 | USB | US Bancorp | 股票-金融 | 1.55% | — | +6.66% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.53% | -0.15% | +8.60% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.50% | — | +31.21% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.48% | — | +9.74% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.48% | — | +67.86% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.44% | — | +20.44% | |
| 18 | ✓ | New Residential Invt CORP | 股票-其他 | 1.41% | — | +170.96% | |
| 19 | BA | Boeing Co/the | 股票-工业 | 1.39% | -0.07% | +24.67% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.29% | — | +57.76% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | — | +20.87% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.20% | — | -19.38% | |
| 23 | PCAR | Paccar INC | 股票-工业 | 1.07% | — | +7.88% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | — | +24.88% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.99% | — | +549.74% | |
| 26 | O | Realty Income CORP | 股票-房地产 | 0.98% | — | +89.23% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | — | +64.74% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.29% | +59.25% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.93% | — | +35.63% | |
| 30 | MO | Altria Group INC | 股票-非周期性消费 | 0.91% | — | +180.63% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | +14.85% | |
| 32 | APU | Amerigas Partners LP | 股票-其他 | 0.87% | — | +25.62% | |
| 33 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.85% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.84% | — | +52.51% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.84% | — | +77.54% | |
| 36 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.79% | — | — | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | — | +34.76% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | — | +1074.31% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | +15.14% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | +17.34% | |
| 41 | DOW | Dow Chem Co | 股票-原材料 | 0.76% | — | -13.75% | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.70% | — | -24.46% | |
| 43 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.69% | — | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.65% | — | +7.31% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.64% | — | +14.50% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.61% | — | — | |
| 47 | WELL | Welltower Inc. | 股票-房地产 | 0.60% | — | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | -44.70% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.57% | — | +63.33% | |
| 50 | BP | Bp Plc-spons Adr | 股票-能源 | 0.55% | — | +22.14% |