CIK: 0001791996
申报总市值
US$15.6亿
仅显示前 200 大持股（共 238 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.63% | -0.10% | -7.25% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 5.29% | -0.10% | -12.49% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 4.81% | — | -5.08% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.95% | -0.13% | +26.87% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.93% | -0.03% | +6.78% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.67% | -0.09% | -14.68% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.15% | -0.14% | +7.60% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 3.09% | — | -4.38% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.87% | +0.03% | +17.70% | |
| 10 | TAGG | T Rowe Price Qm US Bond ETF | ETF-其他 | 2.61% | — | +31.19% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.16% | +0.05% | -13.90% | |
| 12 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 2.10% | — | -5.76% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.81% | — | -12.24% | |
| 14 | IQLT | Ishares Msci International Q | ETF-其他 | 1.72% | — | -8.87% | |
| 15 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.66% | — | +25.38% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.59% | +0.06% | -7.59% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.53% | — | +16.04% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.49% | -0.04% | +54.07% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.37% | — | -6.07% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.17% | — | +6.51% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.16% | — | +10.37% | |
| 22 | SUB | Ishares Short-term National | ETF-其他 | 1.07% | — | -20.97% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.01% | — | +15.84% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | — | -46.33% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.97% | — | -29.53% | |
| 26 | DFIV | Dimensional International Va | ETF-其他 | 0.92% | — | +10.37% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.86% | — | -12.23% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.83% | — | -3.67% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.83% | -0.06% | +2.87% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.81% | -0.03% | +23.33% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | -0.03% | +9.59% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.77% | — | +57.50% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.74% | — | +178.14% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | +0.03% | +5.15% | |
| 35 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.73% | — | -4.21% | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.72% | — | +2.85% | |
| 37 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.71% | -0.03% | -15.20% | |
| 38 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.71% | — | -3.06% | |
| 39 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.70% | — | -36.11% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | +0.06% | |
| 41 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.69% | — | +0.09% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.66% | — | — | |
| 43 | AAPL | Apple INC | 股票-科技 | 0.66% | -0.05% | -10.08% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.65% | — | — | |
| 45 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.63% | — | -16.16% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.04% | -0.25% | |
| 47 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.62% | — | -13.09% | |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | — | +109.54% | |
| 49 | DFAT | Dimensional US Target Value | ETF-其他 | 0.55% | — | -5.91% | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +13.94% |