CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 720 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 | 7.61% | -0.57% | -7.05% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 6.25% | +0.55% | +1.86% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 5.52% | +0.16% | +0.78% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.12% | -0.33% | -3.51% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.08% | -0.20% | -5.56% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.67% | — | -0.18% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.15% | -0.08% | -5.39% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.80% | -0.10% | -2.26% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.74% | +0.25% | +3.26% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.60% | -0.01% | -6.17% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.56% | +0.28% | +5.69% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | -0.03% | -3.84% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.55% | -0.75% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.08% | +0.16% | +1.26% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.04% | -0.06% | -2.67% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.01% | — | -6.34% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.92% | -0.01% | -5.82% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.74% | -0.14% | -5.64% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.71% | -0.15% | -7.82% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.58% | -0.06% | -4.41% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.53% | -0.01% | -5.43% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.49% | -0.05% | -5.97% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.31% | -0.02% | -2.95% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.29% | -0.04% | -4.05% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 1.23% | -0.12% | -6.84% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.10% | +0.15% | +3.12% | |
| 27 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.04% | +0.15% | +3.76% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.99% | — | -5.68% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.94% | +0.15% | -0.12% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | -0.03% | -2.94% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.89% | +0.04% | -2.84% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.75% | — | -4.51% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | -0.01% | -2.14% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.69% | -0.02% | -3.73% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.12% | +0.15% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.56% | — | -4.27% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.56% | +0.10% | -0.28% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.55% | -0.05% | -9.02% | |
| 39 | IXG | Ishares Global Financials Et | ETF-其他 | 0.55% | -0.04% | -7.33% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.53% | — | -12.01% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.52% | — | -3.43% | |
| 42 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.52% | — | -7.21% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | — | -0.20% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | -2.18% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.41% | -0.10% | -1.96% | |
| 46 | D | Dominion Energy INC | 股票-公用事业 | 0.41% | +0.03% | -0.75% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.37% | -0.02% | -3.82% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.37% | — | -0.69% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.36% | — | -2.99% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.35% | — | -6.70% |