CIK: 0001650654
申报总市值
US$10.7亿
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 16.36% | — | +0.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.32% | — | +0.87% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 9.24% | — | +1.38% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 8.61% | — | -0.14% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 4.30% | — | -1.70% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.89% | — | -1.33% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.27% | — | +3.15% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.20% | — | +15.68% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.80% | — | -14.84% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.36% | — | -4.24% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.88% | — | +23.10% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.87% | — | -1.96% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | -7.07% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.51% | — | -3.37% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.18% | — | -1.91% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.16% | — | -15.12% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.04% | — | +0.41% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.98% | — | -2.06% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | — | +8.23% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | — | -0.81% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | — | -6.41% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | -2.77% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | — | +9.54% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.59% | — | -0.29% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | -1.90% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | — | -6.13% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.50% | — | — | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 0.47% | — | -0.33% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.45% | — | -2.16% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | — | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | -5.45% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | -4.52% | |
| 33 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.39% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -1.43% | |
| 35 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.35% | — | -11.72% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.35% | — | -0.02% | |
| 37 | FAST | Fastenal Co | 股票-工业 | 0.34% | — | -3.72% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.32% | — | -0.15% | |
| 39 | INTU | Intuit INC | 股票-科技 | 0.32% | — | +2.33% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | — | -3.35% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.31% | — | -2.63% | |
| 42 | EXK | Exact Sciences CORP | 股票-原材料 | 0.30% | — | -1.20% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.29% | — | -5.29% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.28% | — | -4.09% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | — | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.27% | — | -8.72% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.26% | — | +122.95% | |
| 48 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.25% | — | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.24% | — | +38.52% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.24% | — | -3.63% |