CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 721 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 14.10% | -0.35% | -4.54% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 8.07% | — | -2.17% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-其他 | 4.72% | — | +2.04% | |
| 4 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 4.13% | — | +0.56% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.08% | — | +0.47% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.24% | +2.38% | -1.54% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.21% | -0.55% | -1.61% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.17% | -0.46% | +7.71% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.52% | — | +2.82% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.51% | — | -16.62% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.21% | +0.18% | -10.87% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.14% | — | -0.12% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.44% | +1.88% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.56% | — | +94.53% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.43% | — | -0.42% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.30% | — | +1.95% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.17% | — | -28.12% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.15% | — | -1.97% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | — | +5.75% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.94% | — | -9.53% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -29.38% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +10.54% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | +0.42% | NEW | |
| 24 | T | At&t INC | 股票-通信服务 | 0.71% | — | +5.06% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | — | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.13% | +12.22% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | +1.78% | |
| 28 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.61% | — | +5.46% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.58% | — | +73.49% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | +2.23% | |
| 31 | MMM | 3m Co | 股票-工业 | 0.57% | — | +16.40% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | +2.90% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | -0.24% | +0.99% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 0.55% | — | +2.54% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.54% | -0.31% | +162.24% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | -12.14% | |
| 37 | F | Ford Motor Co | 股票-周期性消费 | 0.52% | — | -0.14% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.48% | — | +0.67% | |
| 39 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.46% | — | +113.40% | |
| 40 | IRM | Iron Mountain INC | 股票-房地产 | 0.46% | — | +0.70% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +7.24% | |
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.45% | — | +1.61% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.43% | — | -29.73% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | — | — | |
| 45 | MBB | Ishares Mbs ETF | ETF-其他 | 0.42% | — | -30.76% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.17% | -18.38% | |
| 47 | UMPQUSD | Umpqua Holdings CORP | 股票-其他 | 0.40% | — | +1.49% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | — | +0.20% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.39% | — | +729.63% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | — | +0.14% |