CIK: 0001730322
申报总市值
US$11.4亿
仅显示前 200 大持股（共 905 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 | 9.89% | — | -1.90% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.49% | — | +5.79% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.13% | — | +5.92% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.85% | — | +17.58% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.83% | — | -0.14% | |
| 6 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 2.73% | — | -3.33% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.70% | — | +12.61% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.65% | — | +3.04% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.51% | — | +7.20% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.18% | — | +9.57% | |
| 11 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 2.02% | — | -3.07% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.90% | — | +19.04% | |
| 13 | LDSF | First Tr Low Duration St-etf | ETF-其他 | 1.84% | — | +19.20% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | — | -3.85% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.64% | — | +4.06% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.53% | — | +0.26% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.33% | — | +4.76% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.29% | — | +16.20% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | — | -0.03% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | — | -0.31% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.22% | — | -1.34% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | — | +4.82% | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.98% | — | -1.21% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.94% | — | +3.21% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.94% | — | +1944.50% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.82% | — | +3.20% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | — | +0.29% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | — | -0.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | +0.22% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | — | -6.96% | |
| 31 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.59% | — | -1.84% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | — | -0.16% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +4.55% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | — | -7.73% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.42% | — | +2.29% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.40% | — | +1.74% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | — | +34.17% | |
| 38 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.36% | — | +5.07% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.36% | — | +15.31% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +0.16% | |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.34% | — | +2.38% | |
| 42 | CXW | Corecivic INC | 股票-其他 | 0.34% | — | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.34% | — | -0.53% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.34% | — | +36.61% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | +2.17% | |
| 46 | O | Realty Income CORP | 股票-房地产 | 0.33% | — | -0.87% | |
| 47 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.33% | — | +48.33% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | — | -4.85% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.31% | — | +3.69% | |
| 50 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.30% | — | +561.09% |