CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 735 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 8.66% | -0.57% | -26.38% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.01% | -0.20% | -29.06% | |
| 3 | SUB | Ishares Short-term National | ETF-其他 | 5.97% | +0.55% | +1.56% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.53% | -0.33% | -20.76% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.76% | -0.08% | -24.78% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.16% | -0.03% | -23.79% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.07% | -0.10% | -11.79% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.55% | -16.21% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.90% | -0.01% | -20.05% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.50% | +0.25% | +9.08% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.50% | -0.06% | -29.20% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.30% | -0.01% | -24.27% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.25% | — | -24.21% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.23% | +0.28% | +12.65% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.99% | +0.16% | -29.63% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.87% | -0.14% | -22.81% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.73% | -0.15% | -29.26% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.69% | -0.01% | -26.96% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.66% | -0.05% | -26.73% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.62% | -0.04% | -28.39% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.06% | -28.88% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.40% | -0.02% | -21.25% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 1.30% | -0.12% | -32.65% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.15% | — | -25.71% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.07% | +0.16% | +30.90% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.02% | +0.04% | -26.28% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | -0.03% | -15.47% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.92% | +0.15% | -13.20% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.91% | — | -30.69% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | -0.01% | -23.16% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.85% | — | -33.32% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.84% | +0.15% | -6.83% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.82% | -0.02% | -30.17% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.77% | +0.15% | -18.66% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.67% | — | -42.70% | |
| 36 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.62% | — | -46.44% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.61% | — | -27.77% | |
| 38 | IXG | Ishares Global Financials Et | ETF-其他 | 0.61% | -0.04% | -19.39% | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.60% | -0.05% | -24.29% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.53% | — | -18.42% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.52% | — | -12.99% | |
| 42 | MO | Altria Group INC | 股票-非周期性消费 | 0.51% | +0.10% | -8.36% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | -0.02% | -15.88% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.12% | -4.31% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | -10.35% | |
| 46 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.40% | +0.03% | -44.85% | |
| 47 | D | Dominion Energy INC | 股票-公用事业 | 0.40% | +0.03% | -7.39% | |
| 48 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.40% | — | -24.87% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.40% | — | -17.28% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.39% | -0.10% | +10.06% |