CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 279 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 | 14.21% | -0.37% | +12.33% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.53% | +0.20% | +1.63% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 7.17% | -0.18% | -1.44% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 6.59% | +0.07% | -3.40% | |
| 5 | MRK | Merck & Co. INC. | 股票-医疗保健 | 6.09% | — | -1.15% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.24% | +0.06% | +8.91% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.28% | +0.02% | -3.04% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.84% | — | -2.66% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.76% | +0.03% | -0.07% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.93% | +0.02% | -0.99% | |
| 11 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.90% | — | +0.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | -0.08% | +0.48% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.73% | -0.15% | -0.39% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.72% | -0.09% | +4.60% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.49% | -0.12% | +9.20% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.45% | -0.13% | +2.87% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.38% | -0.07% | +0.13% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | +0.07% | +0.35% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | +0.02% | -2.09% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.99% | — | +5.58% | |
| 21 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.98% | — | -3.77% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | +0.08% | +46.57% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.95% | +0.07% | +0.44% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.91% | +0.01% | +0.58% | |
| 25 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.85% | +0.01% | — | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.74% | +0.27% | -9.00% | |
| 27 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.73% | — | +1.03% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | -5.37% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.57% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | +0.04% | -9.15% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.52% | +0.02% | +0.56% | |
| 32 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.52% | +0.03% | +0.39% | |
| 33 | IGE | Ishares North American Natur | ETF-其他 | 0.47% | — | +0.32% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -4.62% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.46% | +0.02% | +208.00% | |
| 36 | AXP | American Express Company | 股票-金融 | 0.43% | — | +0.12% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.42% | +0.03% | +0.10% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.37% | +0.02% | +0.71% | |
| 39 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.37% | — | +0.51% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.36% | — | — | |
| 41 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.35% | — | -9.74% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.34% | -0.01% | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.33% | — | +0.28% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.33% | +0.03% | +0.28% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.31% | — | +0.98% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.30% | +0.02% | +0.29% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.30% | +0.15% | +4.99% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.29% | — | -7.81% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | -1.22% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.25% | +0.02% | +0.42% |