CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2733 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 | 7.17% | -0.18% | +12.40% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.48% | +0.57% | -15.39% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.56% | — | +5.61% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.52% | +0.07% | -3.50% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.47% | -0.17% | +5.07% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.22% | — | +985.35% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.51% | — | +7.41% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.27% | — | +5.36% | |
| 9 | TGT | Target CORP | 股票-周期性消费 | 2.06% | +0.15% | -0.45% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.62% | +9.23% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.45% | — | -14.65% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.38% | +0.06% | +0.81% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | — | +0.40% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | -0.11% | +8.55% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | -0.30% | +0.98% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.86% | — | -9.71% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.86% | — | +22.63% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.79% | — | +71.68% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | -33.22% | |
| 20 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.70% | — | +2785.61% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.70% | — | +0.45% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -0.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +14.50% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | — | +5.75% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.10% | +15.29% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +5.26% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | -0.16% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.19% | +11.67% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | +19.30% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | — | -21.97% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | +8.23% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | +15.27% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.43% | — | +140.34% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | -0.08% | +10.87% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | — | +11.98% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.10% | +13.80% | |
| 37 | 9HI | Hillenbrand INC | 股票-其他 | 0.39% | -0.08% | EXIT | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.37% | — | +49.85% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.37% | — | -0.21% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | — | -8.34% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.09% | +3.27% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.36% | — | +4.50% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | — | +3.44% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +18.68% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.14% | +6.68% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | -0.10% | +35.94% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.34% | — | +60.52% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.31% | — | +2.84% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.31% | — | -0.04% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.31% | — | +6.93% |