CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 311 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 | 15.90% | -0.37% | +6.00% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.89% | +0.20% | -2.43% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 6.53% | -0.18% | +15.77% | |
| 4 | MRK | Merck & Co. INC. | 股票-医疗保健 | 6.21% | — | -0.43% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 5.68% | +0.07% | -1.89% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.08% | +0.06% | +3.05% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.70% | +0.02% | +3.09% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.19% | — | -4.57% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.29% | -0.09% | +10.08% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.18% | +0.03% | -4.31% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.55% | — | +19.63% | |
| 12 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.53% | — | +0.21% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.51% | +0.02% | -8.14% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.49% | +0.07% | +9.27% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.49% | -0.13% | +7.34% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.48% | -0.08% | +1.20% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.38% | -0.12% | +0.24% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.33% | +0.15% | +171.24% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.31% | -0.15% | -5.40% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.13% | -0.07% | +3.84% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.06% | -0.01% | -3.95% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.08% | +0.72% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.92% | +0.07% | +1.00% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | +0.01% | -4.44% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | +0.02% | -0.28% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.83% | -0.04% | +7.62% | |
| 27 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.75% | +0.01% | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | — | -0.18% | |
| 29 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.68% | — | -7.42% | |
| 30 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.65% | — | — | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | +0.04% | -1.93% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.62% | +0.27% | -10.41% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | — | +31.58% | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.57% | +0.03% | — | |
| 35 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.53% | — | +3.93% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.49% | — | +57.53% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | -6.07% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.46% | +0.02% | +0.89% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.45% | +0.03% | +6.76% | |
| 40 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.44% | — | -1.14% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | — | -1.76% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.37% | — | +0.56% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | +0.03% | +0.44% | |
| 44 | AXP | American Express Company | 股票-金融 | 0.35% | — | -0.19% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.34% | +0.02% | +0.92% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.34% | +0.02% | -3.30% | |
| 47 | IGE | Ishares North American Natur | ETF-其他 | 0.33% | — | -6.58% | |
| 48 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.32% | — | +0.50% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | +0.02% | +0.45% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.22% | — | -2.80% |