CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 732 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 | 13.01% | -0.35% | -9.14% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 8.98% | — | +120.14% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 7.31% | +2.38% | +125.61% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 4.45% | — | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.51% | — | +190.23% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.46% | +263.05% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.40% | — | — | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.32% | — | -17.00% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.99% | — | +263.60% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.87% | — | +105.58% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.74% | — | +387.53% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.28% | — | -12.42% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.89% | — | -9.22% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.44% | +11.92% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.36% | — | -6.53% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | — | -4.25% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | -0.35% | +588.29% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.70% | — | -23.77% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.69% | +0.42% | NEW | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.67% | — | +6.75% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.63% | — | +6.02% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | +0.18% | -71.17% | |
| 23 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.60% | — | -3.36% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | -0.31% | +5.89% | |
| 25 | MMM | 3m Co | 股票-工业 | 0.55% | — | +0.91% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | -0.24% | +0.63% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.54% | — | -13.46% | |
| 28 | F | Ford Motor Co | 股票-周期性消费 | 0.53% | — | -0.06% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +2.80% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | -1.66% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.13% | -3.73% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.47% | — | -13.33% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +6.96% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.45% | — | -23.78% | |
| 35 | IRM | Iron Mountain INC | 股票-房地产 | 0.45% | — | +3.72% | |
| 36 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.45% | — | -4.79% | |
| 37 | GS | Goldman Sachs Group INC | 股票-金融 | 0.45% | — | -1.19% | |
| 38 | MBB | Ishares Mbs ETF | ETF-其他 | 0.42% | — | +7.28% | |
| 39 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.40% | — | +17.84% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | — | +3.13% | |
| 41 | UMPQUSD | Umpqua Holdings CORP | 股票-其他 | 0.40% | — | +5.40% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | -5.87% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | +3.82% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.37% | — | +62.98% | |
| 45 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.37% | — | +327.95% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | — | +4.36% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | +420.11% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | -0.17% | +0.32% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.34% | — | -95.46% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.32% | — | -0.07% |