CIK: 0001729303
申报总市值
US$9.0亿
仅显示前 200 大持股（共 299 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.57% | +0.42% | +34.48% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.29% | — | +124.50% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.78% | — | +3519.55% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.77% | — | +182.98% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.62% | +0.40% | +164.02% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.26% | — | +102.00% | |
| 7 | PTBD | Pacer Trendpilot US Bond ETF | ETF-其他 | 2.12% | — | +164.42% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.02% | — | +55.62% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.14% | +42.57% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 1.85% | +0.12% | +939.39% | |
| 11 | ✓ | Kraneshares Tr | 股票-其他 | 1.83% | — | +241.86% | |
| 12 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.65% | — | +123.51% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.56% | +0.63% | +49.78% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.54% | — | +217.46% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.46% | -0.23% | — | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.43% | — | +993.73% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.42% | — | +301.92% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.39% | — | +24.81% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.34% | — | +132.45% | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.26% | — | +707.50% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.22% | +0.20% | +40.91% | |
| 22 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 1.14% | — | — | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.13% | — | +132.74% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.11% | — | -0.18% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.10% | — | +109396.00% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.09% | — | +233.56% | |
| 27 | PWS | Pacer Wealthshield ETF | ETF-其他 | 1.06% | — | +0.90% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.06% | — | +1488.50% | |
| 29 | IYT | Ishares US Transportation Et | ETF-其他 | 1.05% | — | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.04% | — | +357.10% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 1.04% | — | +6392.10% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.02% | — | +97.09% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.99% | — | +178.85% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.88% | — | +981.61% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.87% | — | +1300.53% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.28% | +21.66% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | — | +63.31% | |
| 38 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.84% | — | +182.57% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +15.84% | |
| 40 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.83% | — | +3073.64% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.81% | — | +5669.56% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.77% | — | -5.24% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | +324.04% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.74% | — | +843.01% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.72% | — | -7.49% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.71% | — | +1.87% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +63.86% | |
| 48 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.71% | — | +62.52% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.65% | — | +78.48% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.62% | — | +1307.35% |