CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 233 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 | 13.75% | -0.35% | -2.05% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 8.09% | +2.38% | -1.41% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 5.63% | — | +38.62% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.45% | — | +59.04% | |
| 5 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 4.33% | -1.69% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.73% | — | -2.34% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.49% | — | +4.94% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.45% | — | +0.66% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.46% | -0.73% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.30% | — | +10.51% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.24% | — | +2210.19% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.44% | +9.29% | |
| 13 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.89% | — | -74.60% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | — | +7.59% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.87% | -0.31% | +27.99% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | +6.23% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | — | +20.70% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.13% | +6.66% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.71% | — | -5.46% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | +15.76% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.65% | — | +20.91% | |
| 22 | MMM | 3m Co | 股票-工业 | 0.64% | — | +4.52% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | +4.20% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | -0.35% | +36.76% | |
| 25 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.60% | — | -7.02% | |
| 26 | IRM | Iron Mountain INC | 股票-房地产 | 0.60% | — | +3.22% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | -0.24% | +9.64% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | — | +3.33% | |
| 29 | EMR | Emerson Electric Co | 股票-工业 | 0.58% | — | -3.57% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +241.95% | |
| 31 | UMPQUSD | Umpqua Holdings CORP | 股票-其他 | 0.56% | — | -8.50% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +32.88% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.55% | — | -19.17% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | +67.54% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.51% | — | +7.83% | |
| 36 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.51% | — | +72.59% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.49% | — | +13.27% | |
| 38 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.46% | — | -3.26% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | +10.92% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.45% | — | +30.42% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +15.90% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | +97.53% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.44% | — | -4.57% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.43% | — | -6.59% | |
| 45 | ARKK | Ark Innovation ETF | ETF-其他 | 0.41% | -0.24% | +10770.77% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | — | -4.23% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.17% | -9.28% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.36% | — | +28.32% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | -37.88% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | — | -0.57% |