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 | 12.68% | -0.85% | +1.88% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 10.59% | -0.07% | -0.99% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.98% | — | +0.33% | |
| 4 | ✓ | Powershares Global ETF Trust | ETF-其他 | 4.82% | — | +9.72% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-其他 | 4.23% | — | +8.07% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.21% | — | +0.09% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.51% | — | -2.99% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.23% | +0.20% | -2.55% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.10% | +0.04% | +18.67% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.72% | — | +8.05% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.64% | +0.07% | +4.48% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.63% | +0.12% | +4.00% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 2.63% | -0.03% | +20.23% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.26% | — | +36.59% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.08% | — | +4.46% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.06% | -0.08% | -0.72% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.00% | +0.05% | NEW | |
| 18 | ✓ | Spdr Series Trust | 股票-其他 | 1.80% | — | -0.19% | |
| 19 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.79% | — | +5.82% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.71% | -0.13% | +5.10% | |
| 21 | ✓ | 股票-其他 | 1.62% | — | +9.33% | ||
| 22 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.60% | — | -0.29% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.55% | -0.45% | +8.47% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.14% | — | +124.59% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | +0.11% | +0.01% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.03% | — | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.01% | +0.65% | -0.36% | |
| 28 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.90% | — | +4.41% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.83% | +0.05% | -10.15% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | — | +1.31% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | -0.03% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.67% | — | +1.41% | |
| 33 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 0.62% | — | +163.21% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | +0.10% | +0.69% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | — | -0.40% | |
| 36 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.58% | — | -0.08% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.07% | — | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | +0.03% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.06% | +1.40% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.43% | — | -18.80% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | — | +0.21% | |
| 42 | MTNBEUR | Matinas Biopharma Holdings I | 股票-其他 | 0.38% | — | — | |
| 43 | ✓ | 股票-其他 | 0.37% | — | +137.53% | ||
| 44 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.32% | +0.08% | — | |
| 45 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.29% | — | +4.07% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.29% | -0.11% | +34.29% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.28% | — | -0.56% | |
| 48 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.24% | — | -11.00% | |
| 49 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.24% | — | -2.99% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.23% | — | — |