CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 209 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 16.09% | — | -0.35% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 15.65% | -0.35% | +0.41% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.47% | — | +6.91% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 4.57% | — | +0.31% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.85% | +0.18% | -2.13% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.56% | -0.55% | -0.79% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.34% | — | -0.03% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.53% | +2.38% | +2.54% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.09% | — | -0.51% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.74% | — | +1.19% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.68% | — | +0.71% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.56% | — | -2.54% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.46% | +3.93% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.51% | — | -1.89% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.08% | — | +26.59% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.04% | — | -7.14% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.78% | — | +2.43% | |
| 18 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.75% | — | — | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.75% | — | +20.82% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.69% | — | +1.64% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | — | -2.45% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | +0.42% | NEW | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | +3.80% | |
| 24 | BA | Boeing Co/the | 股票-工业 | 0.63% | — | +0.63% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.44% | +2.88% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.58% | — | +1.35% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.58% | — | -0.31% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.54% | — | +4.81% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | +2.71% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +13.14% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | +14.11% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | -18.45% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | -0.35% | +15.80% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.44% | — | — | |
| 35 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.42% | — | +3.43% | |
| 36 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.41% | — | -39.04% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.39% | — | +9.53% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.38% | — | +23.76% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.38% | — | +7.37% | |
| 40 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 0.38% | — | +2.98% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.38% | — | +6.65% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | — | +7.67% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.36% | — | +6.54% | |
| 44 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.35% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | +0.16% | +3.36% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +36.23% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | -0.17% | — | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.32% | — | -0.01% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.31% | — | +1.00% | |
| 50 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.30% | — | +27.40% |