CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 268 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 | 9.61% | -0.35% | +3.37% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 7.43% | +2.38% | +0.54% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.36% | — | +2.36% | |
| 4 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 4.87% | -1.69% | -21.68% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.31% | -0.46% | +0.29% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.87% | — | -9.79% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.65% | — | +2.48% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.00% | — | +1.91% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.98% | — | -2.58% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.85% | — | +2.08% | |
| 11 | SH1USD | Proshares Short S&p500 | ETF-其他 | 2.68% | — | -21.61% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.53% | — | +0.11% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.44% | +1.64% | |
| 14 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.28% | +1.43% | -11.24% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | — | +3.85% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.09% | -0.31% | -2.79% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 1.06% | — | -5.22% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | -0.35% | +15.21% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.74% | — | +20.35% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +6.60% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.13% | -0.41% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | — | +1.38% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +2.43% | |
| 24 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-其他 | 0.68% | — | +10.44% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.64% | — | +2.50% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | -0.24% | -0.04% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | — | +1.59% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | — | -24.69% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +12.67% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +4.04% | |
| 31 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.54% | — | +1.24% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.54% | — | +1.43% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.53% | — | -5.66% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.51% | — | -1.91% | |
| 35 | UMPQUSD | Umpqua Holdings CORP | 股票-其他 | 0.51% | — | +1.05% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.48% | — | +0.43% | |
| 37 | MBB | Ishares Mbs ETF | ETF-其他 | 0.48% | — | +10.61% | |
| 38 | EMR | Emerson Electric Co | 股票-工业 | 0.47% | — | +0.73% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.47% | — | -0.23% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.47% | — | +10.50% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.47% | — | +6.39% | |
| 42 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.45% | — | +0.98% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +2.23% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.44% | — | +0.67% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | -0.17% | +0.14% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | — | +4.82% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.43% | — | +4.87% | |
| 48 | EMN | Eastman Chemical Co | 股票-原材料 | 0.42% | — | +0.82% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | +0.09% | +9.72% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.41% | — | +6.58% |