CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 271 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 | 12.82% | -0.37% | -1.04% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 7.63% | -0.18% | -1.25% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.10% | +0.07% | -0.61% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.02% | +0.20% | +2.27% | |
| 5 | MRK | Merck & Co. INC. | 股票-医疗保健 | 5.76% | — | -1.11% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.91% | +0.06% | +2.80% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.64% | +0.02% | -1.51% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.08% | — | +0.55% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.83% | +0.03% | -1.26% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.15% | +0.02% | +0.28% | |
| 11 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.90% | — | -0.20% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.83% | -0.08% | -1.70% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.79% | -0.15% | +1.07% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.46% | -0.13% | +0.59% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.42% | -0.07% | +4.85% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.35% | -0.12% | +32.97% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.31% | -0.09% | +17.97% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | +0.07% | +0.39% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | +0.02% | -0.73% | |
| 20 | VOYA | Voya Financial, Inc. | 股票-金融 | 1.06% | — | -2.76% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.98% | +0.01% | +0.54% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.94% | +0.07% | -20.29% | |
| 23 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.84% | +0.01% | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.81% | +0.27% | +24.61% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | — | +20.22% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | +1.39% | |
| 27 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.73% | — | +1.38% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | +0.04% | +0.33% | |
| 29 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.60% | +0.03% | -5.05% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.58% | — | -0.84% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.54% | +0.02% | -12.93% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.08% | +2.95% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | +0.27% | |
| 34 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.47% | — | +7152.46% | |
| 35 | AXP | American Express Company | 股票-金融 | 0.46% | — | -3.18% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.44% | +0.03% | +366.25% | |
| 37 | IGE | Ishares North American Natur | ETF-其他 | 0.44% | — | -9.53% | |
| 38 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.41% | — | +0.42% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.38% | +0.02% | -14.53% | |
| 40 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.37% | — | +0.39% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.37% | — | +120.63% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.35% | — | +0.90% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | — | +144.65% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.31% | +0.02% | +0.27% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.30% | -0.05% | -26.39% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.30% | +0.15% | -2.25% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | — | -18.79% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.29% | — | +0.16% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.26% | +0.02% | +0.38% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | — | +666.67% |