CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 1121 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 | 7.16% | -0.57% | -4.04% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 6.29% | +0.55% | +2.88% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.52% | -0.20% | +0.05% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 5.10% | +0.16% | -0.05% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.82% | -0.33% | -3.98% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.67% | — | +3.61% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.83% | -0.08% | -1.05% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.55% | -4.03% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.70% | -0.10% | -1.40% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.68% | -0.03% | -2.98% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.65% | +0.25% | +1.98% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.51% | +0.28% | +2.64% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.33% | -0.01% | -3.69% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.16% | +0.16% | +5.07% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.15% | -0.06% | -1.21% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.85% | — | -3.86% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.72% | -0.01% | -2.64% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.68% | -0.15% | -0.08% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.57% | -0.14% | -7.86% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.51% | -0.01% | +1.96% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.34% | -0.12% | +3.43% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.32% | -0.05% | -2.92% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.30% | -0.06% | +0.09% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.28% | -0.04% | +1.23% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.25% | +0.15% | +8.16% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.19% | +0.15% | +8.21% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | -0.02% | -2.51% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.10% | +0.15% | +11.23% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.92% | +0.04% | -0.38% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.88% | — | -1.98% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.85% | — | +2.80% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | -0.03% | -1.24% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.81% | -0.10% | +67.60% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.12% | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.71% | -0.02% | -2.15% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.70% | -0.01% | -3.61% | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | +0.10% | -0.32% | |
| 38 | IXG | Ishares Global Financials Et | ETF-其他 | 0.56% | -0.04% | -5.59% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.51% | — | -0.74% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.51% | -0.05% | -2.47% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.48% | — | -6.54% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.47% | — | -1.06% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | -0.27% | |
| 44 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.46% | — | -3.04% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.44% | — | -3.26% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.43% | +0.12% | +41.92% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.42% | — | -0.43% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.42% | — | +12.52% | |
| 49 | D | Dominion Energy INC | 股票-公用事业 | 0.39% | +0.03% | -4.77% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.38% | — | -3.32% |