CIK: 0001694287
申报总市值
US$2.2亿
| # | 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 | 18.41% | -0.37% | +0.64% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.89% | +0.20% | +5.02% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 9.29% | -0.18% | -14.12% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 4.82% | +0.07% | -0.09% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.79% | +0.15% | -0.03% | |
| 6 | MRK | Merck & Co. INC. | 股票-医疗保健 | 4.76% | — | -2.25% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.17% | +0.06% | +3.55% | |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 4.15% | -0.25% | -8.82% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.15% | — | +20.02% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.80% | +0.02% | +2.45% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.24% | -0.09% | -1.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.17% | — | +0.37% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.95% | +0.02% | +3.17% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.62% | +0.03% | +9.13% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.39% | -0.04% | +18.00% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | +0.08% | +5.06% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.07% | +7.03% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.08% | -1.18% | |
| 19 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.89% | -0.15% | -0.75% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.89% | — | +0.58% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.88% | +0.27% | -13.92% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.85% | +0.02% | -1.81% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.84% | -0.08% | +0.43% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.80% | -0.12% | -5.30% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | +0.03% | +0.65% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.78% | -0.13% | -1.48% | |
| 27 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.78% | — | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.74% | -0.07% | +1.50% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | +0.02% | -6.95% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | -0.15% | +1.20% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | -0.01% | -6.58% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.64% | — | +0.86% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | +0.04% | +9.14% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +0.65% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.41% | — | +119.38% | |
| 36 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.38% | +0.01% | — | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.37% | +0.02% | +0.44% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.35% | +0.01% | -5.39% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.35% | — | -3.44% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.33% | +0.07% | -2.06% | |
| 41 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.33% | — | +1.25% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.27% | +0.03% | +0.45% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.26% | +0.02% | +0.08% | |
| 44 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.25% | — | -1.36% | |
| 45 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.25% | +0.03% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.25% | — | +2.30% | |
| 47 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.24% | — | -7.06% | |
| 48 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.24% | — | +0.39% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.23% | +0.02% | +0.13% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.23% | +0.02% | +0.63% |