CIK: 0001694287
申报总市值
US$2.2亿
仅显示前 200 大持股（共 275 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 | 16.89% | -0.37% | -0.57% | |
| 2 | MRK | Merck & Co. INC. | 股票-医疗保健 | 9.19% | — | -14.38% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.95% | +0.20% | -3.66% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 7.96% | -0.18% | +22.06% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.38% | +0.07% | -3.28% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.10% | +0.06% | +1.07% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.56% | +0.15% | +6.52% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.43% | +0.02% | +5.65% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.78% | -0.25% | +0.81% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.55% | — | +26.07% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.48% | — | +0.20% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.31% | -0.09% | -4.57% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.62% | +0.03% | +0.31% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.54% | +0.03% | +11.94% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | +0.07% | -20.58% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.14% | -0.13% | -0.30% | |
| 17 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.13% | -0.15% | -0.94% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.13% | +0.02% | -0.26% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.11% | -0.12% | -1.02% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | +0.08% | +10.14% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | -0.08% | -1.83% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.04% | -0.15% | -1.25% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.96% | -0.07% | -4.39% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.94% | -0.01% | -5.98% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.80% | -0.04% | +10.51% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | +0.02% | -0.26% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.62% | +0.27% | +8.92% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.56% | +0.07% | -4.96% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.54% | +0.01% | -16.78% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | -0.77% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | +0.04% | +0.54% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.52% | +0.01% | -0.84% | |
| 33 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.50% | — | +2.23% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | — | |
| 35 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.42% | +0.03% | -7.79% | |
| 36 | AXP | American Express Company | 股票-金融 | 0.42% | — | +14.75% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.39% | — | — | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.39% | — | +2.06% | |
| 39 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.38% | — | +1.20% | |
| 40 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.38% | +0.02% | -6.96% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | — | -13.59% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.32% | — | +2.39% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.29% | +0.02% | +0.53% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.29% | +0.02% | -0.10% | |
| 45 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.28% | +0.01% | -1.77% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.27% | +0.02% | +0.53% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.27% | — | +0.98% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.10% | — | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.26% | — | — | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.26% | +0.03% | +0.49% |