CIK: 0001731731
申报总市值
US$4.1亿
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.11% | -0.19% | -10.27% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.75% | — | +13.20% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 4.86% | +0.15% | — | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-其他 | 4.75% | +0.51% | +1.03% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.77% | +0.08% | +41.15% | |
| 6 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 2.49% | — | +56.92% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.30% | — | +15.36% | |
| 8 | ✓ | 股票-其他 | 2.24% | — | +2.77% | ||
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.01% | — | -25.09% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.92% | — | +3.75% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.76% | — | +916.25% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.60% | — | — | |
| 13 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 1.57% | — | — | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.45% | — | — | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.39% | — | -4.27% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | -0.09% | +14.26% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.32% | — | +33.01% | |
| 18 | T | At&t INC | 股票-通信服务 | 1.30% | — | +8.78% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.29% | +0.29% | +5.40% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.26% | — | -8.49% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事业 | 1.24% | +0.09% | — | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.23% | — | -6.74% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | — | +19.65% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.17% | — | +43.16% | |
| 25 | VLO | Valero Energy CORP | 股票-能源 | 1.15% | — | +8.26% | |
| 26 | FNF | Fidelity National Financial | 股票-金融 | 1.15% | -0.08% | — | |
| 27 | BLKCHF | Blackrock INC | 股票-其他 | 1.13% | — | — | |
| 28 | OKE | Oneok INC | 股票-能源 | 1.12% | — | — | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 1.10% | — | — | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 1.07% | — | -5.63% | |
| 31 | BBTUSD | Bb&t CORP | 股票-其他 | 1.05% | — | -2.75% | |
| 32 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.04% | — | — | |
| 33 | RF | Regions Financial CORP | 股票-金融 | 1.03% | — | — | |
| 34 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 1.01% | — | -73.51% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.01% | — | — | |
| 36 | MET | Metlife INC | 股票-金融 | 1.00% | — | -17.41% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 1.00% | — | — | |
| 38 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.98% | — | +0.60% | |
| 39 | O | Realty Income CORP | 股票-房地产 | 0.96% | — | -18.98% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.95% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.71% | +26.63% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.85% | — | +20.27% | |
| 43 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.81% | — | -68.36% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | +0.21% | +19.35% | |
| 45 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.76% | — | +4.46% | |
| 46 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.75% | — | — | |
| 47 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.74% | — | -12.73% | |
| 48 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.69% | — | — | |
| 49 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.69% | — | -68.20% | |
| 50 | KSS | Kohls CORP | 股票-周期性消费 | 0.63% | — | — |