CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2211 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 13.37% | — | +6858.43% | |
| 2 | TGT | Target CORP | 股票-周期性消费 | 3.14% | +0.15% | -3.98% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.94% | — | +214.72% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.60% | +0.06% | +10.12% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.24% | -0.17% | -7.47% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.86% | — | -13.79% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.78% | — | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.71% | — | +1.14% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.45% | — | +1.89% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.44% | — | +12.65% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.30% | — | — | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.19% | — | -0.01% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.16% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.09% | -0.30% | +0.74% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.62% | +0.30% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | -0.18% | -5.10% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.90% | — | -12.17% | |
| 18 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.86% | — | — | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | — | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | — | — | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.76% | — | +2.04% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.19% | +1.24% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +0.68% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.11% | -0.54% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | +0.08% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | — | +0.04% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.10% | -3.24% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | +0.07% | +13.79% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | -0.47% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | — | |
| 31 | USB | US Bancorp | 股票-金融 | 0.56% | — | — | |
| 32 | AME | Ametek INC | 股票-工业 | 0.56% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +1.11% | |
| 34 | FFBC | First Financial Bancorp | 股票-其他 | 0.52% | — | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | — | — | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.14% | +0.60% | |
| 37 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.49% | — | -0.07% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | — | -13.00% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.10% | -0.14% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.47% | — | +0.67% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.44% | — | -1.91% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | +0.63% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.41% | — | -10.27% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | -0.20% | |
| 47 | MMM | 3m Co | 股票-工业 | 0.39% | — | +0.20% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.39% | — | +2506.33% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | — | -10.54% | |
| 50 | AMP | Ameriprise Financial INC | 股票-金融 | 0.38% | — | — |