CIK: 0001730322
申报总市值
US$11.4亿
仅显示前 200 大持股（共 919 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 | HCA | Hca Healthcare INC | 股票-医疗保健 | 10.87% | — | +0.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.83% | — | +7.98% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.77% | — | +3.50% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.07% | — | +11.62% | |
| 5 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 3.22% | — | -34.93% | |
| 6 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.87% | — | +1.92% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.59% | — | +65.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.45% | — | +7.20% | |
| 9 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 2.38% | — | +5.23% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.22% | — | +42.79% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.01% | — | +245.62% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.78% | — | +17.02% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.71% | — | +0.31% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.58% | — | +19.77% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.44% | — | +5.65% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.40% | — | +8.33% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | — | +13.21% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.38% | — | +13.60% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | +42.93% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.22% | — | -2.13% | |
| 21 | LDSF | First Tr Low Duration St-etf | ETF-其他 | 1.21% | — | +60.13% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.09% | — | +4.68% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.08% | — | +23.39% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | — | +214.68% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.99% | — | +32.01% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | — | +215.14% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +2.20% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | — | +16.65% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.69% | — | +487.06% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.68% | — | +11.16% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.66% | — | +21.43% | |
| 32 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.65% | — | +1.70% | |
| 33 | CXW | Corecivic INC | 股票-其他 | 0.51% | — | +45.40% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +23.53% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | — | +1.76% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | +35.45% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | -1.39% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.41% | — | +313.11% | |
| 39 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.38% | — | -15.72% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +2.66% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.36% | — | +50.61% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.36% | — | +91.40% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.35% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | +32.05% | |
| 45 | O | Realty Income CORP | 股票-房地产 | 0.34% | — | +38.77% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.33% | — | -3.44% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.32% | — | +15.96% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | +132.16% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.31% | — | +51.57% | |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.31% | — | -20.82% |