CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 284 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 10.58% | +2.38% | +13.39% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 6.66% | — | +13.60% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.84% | -0.35% | +4.80% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.10% | — | +14.99% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.89% | +0.28% | +14.55% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 4.78% | — | +0.16% | |
| 7 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 4.08% | — | -3.00% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.60% | — | +5.95% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.08% | — | +526.11% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.05% | +0.07% | +86.89% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.03% | -0.46% | -5.70% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | -0.44% | -11.52% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | — | -10.12% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.18% | — | -24.93% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.18% | -0.31% | +6.95% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.15% | — | -33.49% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.02% | — | -20.35% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | — | +16.05% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.09% | -7.98% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | -0.35% | -1.88% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | +0.18% | +10.25% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | -0.17% | -1.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | -10.69% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.74% | — | +27.97% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.72% | — | +2.26% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | -17.48% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.16% | +0.95% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.13% | -7.26% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | -15.79% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | -6.62% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | -0.24% | -6.81% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.58% | -0.35% | EXIT | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | +90.65% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | -2.98% | |
| 35 | URI | United Rentals INC | 股票-工业 | 0.52% | — | -18.07% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.52% | — | -13.48% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.51% | — | -0.34% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.49% | — | +49.39% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.48% | — | -16.94% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.42% | — | +2.21% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | — | +0.50% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.41% | — | +0.39% | |
| 43 | ARKK | Ark Innovation ETF | ETF-其他 | 0.41% | -0.24% | +2.35% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.38% | — | +51.19% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.38% | — | +63.44% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | — | +1.42% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.36% | — | -0.34% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.35% | — | +348.06% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.35% | -0.55% | +30.93% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.34% | — | +0.27% |