CIK: 0001623707
申报总市值
US$4.6亿
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 12.66% | -0.85% | — | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 10.96% | -0.07% | -37.79% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.93% | — | +495.10% | |
| 4 | ✓ | Powershares Global ETF Trust | ETF-其他 | 4.50% | — | — | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.33% | — | -77.89% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-其他 | 4.02% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.68% | — | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.39% | +0.20% | +2396.21% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.69% | +0.04% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.60% | +0.12% | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.58% | +0.07% | — | |
| 12 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.56% | — | — | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 2.23% | -0.03% | — | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.09% | -0.08% | +67.43% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.05% | — | +661.16% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.02% | +0.05% | NEW | |
| 17 | ✓ | Spdr Series Trust | 股票-其他 | 1.85% | — | — | |
| 18 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.74% | — | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.71% | — | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.66% | -0.13% | +349.80% | |
| 21 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.65% | — | — | |
| 22 | ✓ | 股票-其他 | 1.51% | — | — | ||
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.48% | -0.45% | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.16% | +0.11% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.03% | — | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.03% | +0.65% | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.95% | +0.05% | -60.02% | |
| 28 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.88% | — | — | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.88% | — | -78.49% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.83% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | -76.73% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | — | |
| 33 | MTNBEUR | Matinas Biopharma Holdings I | 股票-其他 | 0.67% | — | — | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.65% | — | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | +0.10% | — | |
| 36 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.61% | — | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.61% | — | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.07% | -92.80% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | +0.03% | -0.86% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.54% | — | -93.23% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.52% | — | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | -21.11% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | — | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.06% | -5.13% | |
| 45 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.33% | +0.08% | — | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.30% | — | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.29% | — | -68.35% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.28% | — | +7.56% | |
| 49 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.28% | — | -72.00% | |
| 50 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 0.26% | — | — |