CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2325 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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.88% | -0.33% | +1785.23% | |
| 2 | VIMAX | Vanguard Mid Cap Index-adm | 股票-其他 | 3.49% | — | — | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.30% | +0.57% | — | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.23% | +0.06% | -16.93% | |
| 5 | TGT | Target CORP | 股票-周期性消费 | 2.19% | +0.15% | -0.10% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.68% | — | -84.32% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.54% | — | +162.84% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | — | -32.10% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.48% | — | -0.21% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.42% | -0.17% | -2.11% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.36% | — | -6.08% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.30% | — | -8.53% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | — | +18.23% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.18% | — | +1.54% | |
| 15 | AXP | American Express Co | 股票-金融 | 0.99% | — | -8.72% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | — | +1.37% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.62% | +0.47% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.18% | +6.98% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.78% | — | — | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | -0.30% | -0.79% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.70% | — | -16.67% | |
| 22 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.69% | — | -0.78% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | +0.07% | +39.01% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | — | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.60% | — | -3.79% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.59% | — | +260.98% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.11% | +5.47% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | -0.86% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.10% | +1.35% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.19% | -2.15% | |
| 31 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.53% | — | +100.36% | |
| 32 | REET | Ishares Global Reit ETF | ETF-其他 | 0.53% | — | +203.93% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.51% | — | +0.03% | |
| 34 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.49% | — | +13.06% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +3.71% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | -0.09% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.46% | — | +1.14% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | -0.96% | |
| 39 | AME | Ametek INC | 股票-工业 | 0.45% | — | — | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.44% | — | -0.42% | |
| 41 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.42% | — | +92.66% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.41% | — | +1.44% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.14% | +0.67% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | +0.32% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.40% | — | -4.26% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.10% | -1.58% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | — | -3.80% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | — | — | |
| 49 | FFBC | First Financial Bancorp | 股票-其他 | 0.36% | — | -7.42% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.35% | — | +296.81% |