CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 286 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 | 16.74% | -0.37% | +8.72% | |
| 2 | MRK | Merck & Co. INC. | 股票-医疗保健 | 10.28% | — | +0.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.17% | +0.20% | +4.40% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.89% | -0.18% | +11.75% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.84% | +0.07% | -2.17% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.31% | +0.06% | -1.54% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.51% | +0.02% | +5.39% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.76% | — | -0.85% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.69% | +0.15% | +19.73% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.35% | -0.09% | +6.03% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.95% | +0.07% | +34.32% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.85% | +0.03% | -1.27% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.56% | -0.25% | +89.19% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.55% | — | +11.31% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.38% | -0.12% | +7.60% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.38% | -0.13% | +4.57% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.32% | +0.02% | +0.51% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.29% | -0.08% | -3.20% | |
| 19 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.26% | — | +0.05% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | -0.15% | -2.46% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.10% | -0.07% | +8.63% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.07% | -0.01% | +14.15% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | +0.08% | +3.55% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.87% | -0.04% | +6.86% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.86% | +0.03% | +85.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | +0.02% | +0.49% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | +0.07% | +0.77% | |
| 28 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.67% | +0.01% | +1.09% | |
| 29 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.62% | +0.03% | -0.41% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.62% | +0.01% | -13.83% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | — | +0.47% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.60% | +0.27% | +0.26% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.58% | — | +0.97% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | +0.04% | -1.25% | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.50% | — | -10.55% | |
| 36 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.47% | — | -9.23% | |
| 37 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.43% | — | +0.81% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.42% | — | +0.54% | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.42% | +0.02% | +1.06% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | — | -2.72% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | — | +0.43% | |
| 42 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.36% | — | -6.31% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | +0.03% | +0.50% | |
| 44 | AXP | American Express Company | 股票-金融 | 0.31% | — | -3.33% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.31% | +0.02% | +0.53% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.30% | +0.02% | +0.35% | |
| 47 | IGE | Ishares North American Natur | ETF-其他 | 0.30% | — | +0.41% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.29% | — | +0.69% | |
| 49 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.28% | — | +0.54% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.10% | — |