CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2747 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 | 6.95% | -0.18% | +41.88% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.19% | +0.57% | +52.57% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.09% | -0.17% | +16.69% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.64% | +0.07% | +14.08% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.56% | — | +6.76% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.51% | — | +11.99% | |
| 7 | TGT | Target CORP | 股票-周期性消费 | 2.40% | +0.15% | +0.74% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.32% | — | +31.80% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.62% | +4.98% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.71% | — | +0.49% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.49% | — | -2.97% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.44% | -0.30% | +16.60% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.33% | +0.06% | +9.08% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.31% | — | +15.06% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.11% | +2083.82% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.12% | — | +0.15% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.85% | -0.16% | +236.02% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.76% | — | +29.07% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | — | -10.19% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | -0.25% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.74% | — | -21.56% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.73% | -0.33% | -69.59% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.67% | — | +7.49% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +8.97% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.59% | — | -25.69% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | +0.10% | -1.13% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +10.07% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | — | +2643.21% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.47% | — | +20.80% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | -2.31% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | +12.34% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.19% | +8.55% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | — | -3.05% | |
| 34 | 9HI | Hillenbrand INC | 股票-其他 | 0.39% | -0.08% | EXIT | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | -0.08% | +2.96% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | -0.91% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.09% | +5.88% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.36% | — | -10.17% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.34% | — | -57.37% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | -11.98% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.33% | — | -2.27% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.33% | — | -20.65% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.32% | — | +6.44% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.32% | +0.10% | +2.19% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.32% | — | +12.82% | |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.30% | — | -75.70% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.30% | — | +36.33% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.30% | — | — | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | — | +10.59% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | +0.01% |