CIK: 0001730971
申报总市值
US$4372.6万
| # | 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 | 10.57% | — | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.95% | — | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.81% | — | — | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.74% | — | — | |
| 5 | GSPUSD | Ipath Gsci Total Return Indx | ETF-其他 | 4.18% | — | — | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.91% | — | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.15% | — | — | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.99% | — | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.86% | — | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.53% | — | — | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.11% | -0.03% | — | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.00% | -1.02% | EXIT | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.82% | — | — | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.80% | — | — | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | -0.01% | — | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.57% | -0.05% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.35% | — | — | |
| 18 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.27% | — | — | |
| 19 | UPS | United Parcel Service-cl B | 股票-工业 | 1.24% | +0.90% | — | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | +0.11% | — | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.22% | +0.14% | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.15% | — | — | |
| 23 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 1.12% | +1.08% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.10% | — | — | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.07% | — | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.05% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.95% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | — | |
| 29 | ✓ | Fqf Tr | 股票-其他 | 0.83% | — | — | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.81% | -0.03% | — | |
| 31 | ENB | Enbridge INC | 股票-能源 | 0.76% | +0.01% | — | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.71% | +0.05% | — | |
| 33 | D | Dominion Energy INC | 股票-公用事业 | 0.71% | -1.74% | — | |
| 34 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.69% | — | — | |
| 35 | WELL | Welltower INC | 股票-房地产 | 0.69% | -1.15% | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | — | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.67% | +0.16% | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | — | — | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.65% | -1.00% | — | |
| 40 | VTR | Ventas INC | 股票-房地产 | 0.63% | -0.91% | — | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.63% | — | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.25% | — | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | — | — | |
| 44 | SYY | Sysco CORP | 股票-非周期性消费 | 0.61% | — | — | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.60% | — | — | |
| 46 | PII | Polaris INC | 股票-周期性消费 | 0.58% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.58% | — | — | |
| 48 | RY | Royal Bank Of Canada | 股票-金融 | 0.57% | — | — | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.56% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.30% | — |