CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 284 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 | 16.52% | -0.37% | +0.46% | |
| 2 | MRK | Merck & Co. INC. | 股票-医疗保健 | 9.40% | — | -5.10% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.76% | +0.20% | +9.09% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 6.27% | -0.18% | +7.63% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.73% | +0.07% | -2.74% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.19% | +0.06% | -1.87% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.41% | +0.02% | +0.58% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.13% | +0.15% | +18.18% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.96% | -0.25% | +93.05% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.70% | — | -0.64% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.22% | -0.09% | -4.77% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.95% | +0.07% | +1.97% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.89% | — | +22.94% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.66% | +0.03% | -6.87% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.41% | -0.12% | +0.29% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.40% | -0.13% | +2.52% | |
| 17 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.24% | — | +1.03% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.22% | +0.02% | -4.78% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.12% | -0.15% | -1.99% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | -0.08% | -14.22% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.06% | -0.07% | -0.78% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | +0.08% | +7.21% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.01% | -0.01% | -4.72% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | +0.03% | +13.76% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.85% | -0.04% | -1.42% | |
| 26 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.82% | — | +63.01% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | +0.02% | -2.63% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.69% | +0.07% | -1.86% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.67% | +0.01% | — | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.59% | +0.01% | -1.20% | |
| 31 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.58% | +0.03% | -6.22% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.56% | — | -2.63% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | — | -6.47% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | +0.04% | -11.14% | |
| 35 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.46% | — | -4.30% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.44% | — | +3.48% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.43% | +0.27% | -26.33% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.42% | — | -1.21% | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.41% | +0.02% | +0.41% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.39% | — | +0.18% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | — | -2.99% | |
| 42 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 0.30% | — | -9.73% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.30% | +0.02% | -1.16% | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.30% | +0.02% | +0.48% | |
| 45 | IGE | Ishares North American Natur | ETF-其他 | 0.28% | — | +0.37% | |
| 46 | AXP | American Express Company | 股票-金融 | 0.28% | — | -2.66% | |
| 47 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.27% | — | +0.27% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.27% | — | +2.09% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.26% | +0.03% | -12.98% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.10% | — |