CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 292 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 | 15.37% | -0.37% | +12.40% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.33% | +0.20% | +7.43% | |
| 3 | MRK | Merck & Co. INC. | 股票-医疗保健 | 6.50% | — | +29.89% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.92% | -0.18% | -2.30% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 5.82% | +0.07% | +4.70% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.06% | +0.06% | +8.79% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.72% | +0.02% | -6.74% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.45% | — | +5.95% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.37% | +0.03% | +7.40% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.09% | -0.09% | +25.21% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.71% | +0.02% | +6.11% | |
| 12 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.58% | — | +4.67% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.49% | -0.08% | +0.42% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.43% | -0.15% | -4.69% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.38% | -0.12% | +11.67% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.37% | -0.13% | +5.51% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.37% | +0.07% | +40.72% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | — | +39.52% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.15% | -0.07% | -1.39% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.13% | -0.01% | +291.04% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.08% | +111.81% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.95% | +0.01% | +17.90% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.91% | +0.07% | +11.79% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | +0.02% | +0.44% | |
| 25 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.77% | — | +0.51% | |
| 26 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.77% | +0.01% | — | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.77% | -0.04% | +247.69% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.73% | +0.27% | -4.15% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | +19.81% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | +0.04% | +39.15% | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.63% | — | +1596.65% | |
| 32 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.57% | +0.03% | -4.53% | |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.53% | — | -8.32% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +26.39% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.52% | +0.15% | +104.40% | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.47% | +0.02% | — | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.46% | — | +3.76% | |
| 38 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.46% | — | +41.98% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.44% | +0.03% | -5.51% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | — | +42.08% | |
| 41 | IGE | Ishares North American Natur | ETF-其他 | 0.40% | — | +6.13% | |
| 42 | AXP | American Express Company | 股票-金融 | 0.38% | — | +17.33% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.38% | — | +51.87% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.37% | +0.03% | -1.06% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | +0.02% | +8.07% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.35% | +0.02% | — | |
| 47 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.33% | — | +0.06% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.31% | — | +8.42% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | +0.02% | +6.74% | |
| 50 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.28% | — | +18.45% |