CIK: 0001791996
申报总市值
US$15.6亿
仅显示前 200 大持股（共 294 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 12.48% | -1.01% | +1777.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.38% | -0.13% | -9.63% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.75% | -0.03% | -1.59% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 3.75% | — | -32.21% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.16% | -0.10% | -20.65% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.97% | +0.05% | +441.39% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.72% | -0.10% | -25.33% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.13% | -0.09% | -32.23% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.12% | -0.14% | -39.99% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.02% | +0.05% | -4.15% | |
| 11 | DFAI | Dimensional International Co | ETF-其他 | 2.00% | — | +1300.82% | |
| 12 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 1.78% | — | -34.27% | |
| 13 | PZA | Invesco National Amt-free Mu | ETF-其他 | 1.76% | — | +488.35% | |
| 14 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 1.63% | — | -18.37% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.60% | -0.03% | +12.57% | |
| 16 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 1.50% | +0.07% | +5641.56% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | +0.03% | -50.19% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.32% | — | +100.80% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.10% | +0.12% | +1261.05% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.05% | +0.06% | -10.76% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.98% | — | -12.81% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.97% | — | -29.51% | |
| 23 | IQLT | Ishares Msci International Q | ETF-其他 | 0.90% | — | -18.29% | |
| 24 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.90% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | -0.03% | +1.20% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.80% | — | -9.79% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.78% | — | +3.16% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.70% | -0.03% | +4.32% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.68% | -0.05% | -7.54% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.67% | -0.06% | -11.96% | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.67% | — | — | |
| 32 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.67% | — | -23.47% | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.66% | — | +4.63% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.66% | — | -4.93% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.66% | -0.04% | -58.84% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.63% | -0.03% | -26.59% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.63% | +0.03% | -10.11% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.63% | — | — | |
| 39 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.62% | — | — | |
| 40 | DFIV | Dimensional International Va | ETF-其他 | 0.61% | — | -47.72% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.59% | +0.03% | +0.09% | |
| 42 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.57% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | -0.06% | +3.23% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.04% | -1.46% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.54% | — | +857.88% | |
| 46 | DFAT | Dimensional US Target Value | ETF-其他 | 0.51% | — | -5.78% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.50% | — | -47.85% | |
| 48 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.47% | — | -16.90% | |
| 49 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.46% | — | -18.60% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.10% | -6.76% |