CIK: 0001800465
申报总市值
US$12.4亿
仅显示前 200 大持股（共 341 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 | 3.41% | -0.20% | +0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.50% | +0.17% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.77% | -0.17% | +16.46% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.46% | +0.38% | +1.16% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.43% | +0.26% | +22.14% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.42% | — | -0.69% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.25% | -0.17% | -0.40% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.83% | — | — | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.58% | -0.16% | +20.84% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.57% | -0.66% | +0.89% | |
| 11 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.51% | -0.13% | +4.64% | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.45% | — | +1.80% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.11% | +0.58% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.40% | -0.37% | +0.47% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.40% | -0.23% | +2.88% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | +0.17% | +5.58% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.21% | — | +0.73% | |
| 18 | UL | Unilever PLC | 股票-非周期性消费 | 1.16% | — | -0.37% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.14% | -0.29% | +1.15% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.09% | — | +31.06% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.09% | — | +0.67% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.08% | — | +2.42% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | -0.13% | +0.29% | |
| 24 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.07% | — | -18.76% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.04% | — | +2.10% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.14% | +0.98% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.98% | — | +0.50% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.96% | — | -1.04% | |
| 29 | PSEC | Prospect Capital CORP | 股票-其他 | 0.95% | — | +3.01% | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.92% | — | -11.27% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | — | -7.37% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.90% | +0.06% | +0.82% | |
| 33 | IYF | Ishares US Financials ETF | ETF-其他 | 0.87% | -0.10% | +2.32% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.85% | — | +2.38% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.85% | — | +3.74% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | — | +5.36% | |
| 37 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.81% | — | +4.03% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | — | +2.11% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.76% | — | +2.40% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.07% | +2.76% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.72% | — | -11.40% | |
| 42 | DOW | Dow INC | 股票-原材料 | 0.71% | — | +3.05% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.71% | — | +0.35% | |
| 44 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 股票-其他 | 0.69% | — | +3.90% | |
| 45 | KMI | Kinder Morgan INC | 股票-能源 | 0.69% | +0.09% | +8.80% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | -0.12% | +0.95% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.66% | +0.19% | +17.17% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | -0.13% | -0.79% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.64% | — | +6.21% | |
| 50 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.60% | — | -0.33% |