CIK: 0001587836
申报总市值
US$11.5亿
仅显示前 200 大持股（共 207 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 9.20% | — | +2.75% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.64% | +0.59% | +3.59% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.72% | +1.09% | +16.27% | |
| 4 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 4.62% | +0.16% | +2.08% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.98% | -4.09% | +3.97% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.81% | +3.87% | -3.22% | |
| 7 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 3.79% | — | +11.72% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.24% | -0.93% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | — | +3.48% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | — | +0.93% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.51% | -0.10% | -1.32% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.26% | +0.04% | +3.54% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | +0.13% | +4.10% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.01% | +3.35% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.08% | -0.07% | +3.19% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.04% | -0.32% | +48.10% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.00% | — | -1.54% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | -0.05% | -3.90% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.94% | +0.01% | +11.30% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | +0.02% | -2.47% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.91% | — | -3.77% | |
| 22 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.86% | +0.06% | +1.47% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | — | +4.69% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.84% | — | -0.38% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | -2.65% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.82% | -0.14% | -0.70% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.82% | +0.03% | +2.25% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.79% | — | +205.12% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.76% | — | -7.38% | |
| 30 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.75% | — | -10.63% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 0.75% | — | +0.04% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.74% | — | +6.47% | |
| 33 | MCHP | Microchip Technology INC | 股票-科技 | 0.74% | -0.02% | +0.08% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.73% | -0.02% | +0.48% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.72% | — | +0.77% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | -1.96% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | — | -2.21% | |
| 38 | FISV | Fiserv INC | 股票-其他 | 0.70% | — | -5.96% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.67% | — | -15.95% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.65% | — | +354.29% | |
| 41 | HON | Honeywell International INC | 股票-工业 | 0.64% | +0.05% | -7.89% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.62% | — | -2.95% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.57% | +0.05% | -2.65% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | +0.18% | +6.44% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.56% | — | +5.63% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.56% | — | -10.71% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | — | -12.11% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.54% | — | +678.15% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | -12.82% | |
| 50 | DFSEUR | Discover Financial Services | 股票-其他 | 0.53% | — | -4.48% |