CIK: 0001697729
申报总市值
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仅显示前 200 大持股（共 236 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 | 5.62% | -5.81% | EXIT | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.99% | — | +0.98% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.74% | — | +149.04% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.63% | -0.39% | EXIT | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.46% | -4.90% | EXIT | |
| 6 | T | At&t INC | 股票-通信服务 | 2.40% | — | +3.77% | |
| 7 | DSL | Doubleline Income Solutions | 股票-其他 | 2.06% | — | -0.32% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 1.72% | -0.73% | EXIT | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.63% | — | +60.23% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | — | +9.41% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.52% | — | +2.32% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.45% | — | +24.23% | |
| 13 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.39% | -4.68% | EXIT | |
| 14 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 1.38% | — | +2.16% | |
| 15 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.32% | — | -23.17% | |
| 16 | MBB | Ishares Mbs ETF | ETF-其他 | 1.27% | -1.21% | EXIT | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.25% | — | +3.83% | |
| 18 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.17% | — | — | |
| 19 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.12% | — | +3.46% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 1.12% | -1.08% | EXIT | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | -0.99% | EXIT | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.08% | — | -0.34% | |
| 23 | ENB | Enbridge INC | 股票-能源 | 1.03% | — | +5.38% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.98% | — | -27.98% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.97% | — | +2.84% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.87% | EXIT | |
| 27 | UTXZ | United Tech CORP | 股票-其他 | 0.94% | — | +3.23% | |
| 28 | KEY | Keycorp | 股票-金融 | 0.94% | — | +4.95% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.64% | EXIT | |
| 30 | PSBUSD | Ps Business Parks Inc/ca | 股票-其他 | 0.91% | — | +5.23% | |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.91% | — | +12.22% | |
| 32 | AVB | Avalonbay Communities INC | 股票-房地产 | 0.84% | — | +5.44% | |
| 33 | TD | Toronto-dominion Bank | 股票-金融 | 0.83% | — | +5.89% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -1.71% | EXIT | |
| 35 | CNA | Cna Financial CORP | 股票-其他 | 0.79% | — | +5.87% | |
| 36 | EXC | Exelon CORP | 股票-公用事业 | 0.77% | — | — | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | — | +3.28% | |
| 38 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 0.71% | — | -58.45% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -1.16% | EXIT | |
| 40 | OGE | Oge Energy CORP | 股票-公用事业 | 0.67% | — | +5.31% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.67% | — | +7.01% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.66% | — | +10.53% | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.62% | — | +3.04% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | -0.88% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.61% | -3.94% | EXIT | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | -32.96% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | +2.93% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.54% | -0.94% | EXIT | |
| 49 | DOCU | Docusign INC | 股票-科技 | 0.52% | — | +18.83% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | +1.29% |