CIK: 0001639943
申报总市值
US$5.2亿
仅显示前 200 大持股（共 330 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 | AAPL | Apple INC | 股票-科技 | 5.91% | -0.20% | -0.74% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.19% | +0.08% | +0.66% | |
| 3 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 2.74% | — | +29.31% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.61% | +0.86% | -2.77% | |
| 5 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.56% | — | +4.41% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.38% | — | -12.78% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.36% | — | +5.13% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.30% | — | -0.03% | |
| 9 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 2.08% | — | +13.11% | |
| 10 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 1.95% | — | +3.18% | |
| 11 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.91% | — | -1.35% | |
| 12 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.73% | — | +5.00% | |
| 13 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.68% | -0.07% | -0.73% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.37% | -0.29% | -5.20% | |
| 15 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.31% | — | -2.59% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | -0.18% | +5.23% | |
| 17 | PGX | Invesco Preferred ETF | ETF-其他 | 1.28% | — | +1.90% | |
| 18 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.27% | — | +1.43% | |
| 19 | CFR | Cullen/frost Bankers INC | 股票-金融 | 1.23% | — | +1.88% | |
| 20 | MDT | Medtronic plc | 股票-医疗保健 | 1.16% | — | +5.00% | |
| 21 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 1.16% | — | +5.16% | |
| 22 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.16% | — | +9.63% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.11% | — | +5.09% | |
| 24 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.10% | — | +4.15% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.09% | — | +5.14% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.09% | — | +2.66% | |
| 27 | O | Realty Income CORP | 股票-房地产 | 1.08% | — | +14.92% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.04% | — | +9.33% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | -0.15% | +4.84% | |
| 30 | TGT | Target CORP | 股票-周期性消费 | 1.03% | — | +2.68% | |
| 31 | WPC | Wp Carey INC | 股票-房地产 | 0.98% | — | +9.57% | |
| 32 | NUE | Nucor CORP | 股票-原材料 | 0.97% | — | -14.09% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | — | +220.97% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | -0.11% | +2.38% | |
| 35 | BKH | Black Hills CORP | 股票-公用事业 | 0.91% | — | +9.61% | |
| 36 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.87% | — | +5.88% | |
| 37 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.87% | — | +5.45% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | — | +3.00% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | — | +4.17% | |
| 40 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.86% | — | +4.14% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | -0.14% | +2.25% | |
| 42 | MO | Altria Group INC | 股票-非周期性消费 | 0.85% | — | +4.51% | |
| 43 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.82% | — | +2.68% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | — | +1.06% | |
| 45 | SYY | Sysco CORP | 股票-非周期性消费 | 0.81% | — | +6.74% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.47% | -1.10% | |
| 47 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.78% | — | +5.52% | |
| 48 | GGG | Graco INC | 股票-工业 | 0.77% | — | — | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | +11.10% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | — | +7.34% |