CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 1830 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.10% | +2.08% | — | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.58% | -0.10% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.85% | — | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.59% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.34% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.42% | — | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.20% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.14% | +0.09% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.09% | — | — | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | -0.16% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | — | — | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.23% | — | — | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.01% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.96% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.12% | — | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.91% | — | — | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.90% | — | — | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.88% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | — | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.81% | — | — | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.80% | — | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | — | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.77% | — | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.76% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.09% | — | |
| 26 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.70% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.65% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | +0.05% | — | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.66% | — | |
| 31 | T | At&t INC | 股票-通信服务 | 0.57% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | -0.15% | — | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | — | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.11% | — | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.54% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | — | — | |
| 39 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.50% | — | — | |
| 40 | YELP | Yelp INC | 股票-其他 | 0.49% | — | — | |
| 41 | ✓ | Powershs Db US Dollar Index | 股票-其他 | 0.48% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | -0.21% | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.07% | — | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | — | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.45% | — | — | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | — | — | |
| 47 | COP | Conocophillips | 股票-能源 | 0.44% | — | — | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.43% | — | — | |
| 49 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.43% | — | — | |
| 50 | UTXZ | United Tech CORP | 股票-其他 | 0.40% | — | — |