CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 242 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.61% | -0.37% | +9.30% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 8.09% | -0.18% | -0.05% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.54% | +0.07% | -0.73% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.41% | +0.20% | +26.96% | |
| 5 | MRK | Merck & Co. INC. | 股票-医疗保健 | 7.25% | — | -5.32% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.89% | +0.02% | +0.20% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.67% | +0.06% | +6.01% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.36% | — | -1.26% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.79% | +0.03% | +0.04% | |
| 10 | ✓ | Powershares Global ETF Trust | ETF-其他 | 2.15% | — | +3.58% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.10% | +0.02% | +102.00% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.00% | -0.15% | +17.69% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.92% | -0.08% | -24.31% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.52% | -0.13% | +2.03% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.51% | +0.07% | +26.47% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.31% | -0.09% | +771.18% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.30% | -0.07% | +26.35% | |
| 18 | VOYA | Voya Financial, Inc. | 股票-金融 | 1.23% | — | -3.16% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.12% | -0.12% | -17.81% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | +0.02% | +0.44% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.12% | +0.07% | -40.28% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.00% | +0.01% | -0.83% | |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.98% | — | -13.45% | |
| 24 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.87% | +0.01% | — | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.73% | +0.27% | +4.34% | |
| 26 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.68% | +0.03% | +0.05% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | +0.04% | -2.40% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | +23.60% | |
| 29 | IGE | Ishares North American Natur | ETF-其他 | 0.64% | — | -0.05% | |
| 30 | AXP | American Express Company | 股票-金融 | 0.62% | — | -0.38% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | — | +22.19% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.59% | — | -0.57% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.56% | +0.02% | +0.57% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | -5.01% | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.50% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | +0.08% | -15.74% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.46% | +0.02% | +0.40% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | -0.05% | +37.47% | |
| 39 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.42% | — | +0.62% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.41% | +0.15% | +0.49% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.39% | — | -3.07% | |
| 42 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.39% | — | +0.57% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | +1.58% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.32% | +0.02% | +0.29% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.31% | — | +0.44% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.30% | — | +67.48% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.27% | — | +0.50% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | — | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.26% | +0.02% | +15.09% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.25% | — | +0.93% |