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 | 18.88% | -0.37% | -20.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.16% | +0.20% | -11.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.96% | +0.07% | -22.16% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.67% | +0.15% | -18.83% | |
| 5 | MRK | Merck & Co. INC. | 股票-医疗保健 | 4.57% | — | -21.55% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.56% | +0.06% | -21.65% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.26% | -0.18% | -26.19% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.23% | +0.02% | -11.48% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 3.19% | -0.25% | -15.94% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.01% | -0.09% | -1.07% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.54% | — | -38.55% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.41% | — | -20.97% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.21% | +0.02% | -7.02% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.15% | +0.03% | -7.84% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | +0.08% | -20.64% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.56% | -0.04% | -13.70% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.53% | +0.07% | -9.61% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.31% | +0.27% | -10.19% | |
| 19 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 1.25% | — | +15.46% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.12% | +0.02% | -5.68% | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.99% | — | +0.63% | |
| 22 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.96% | -0.15% | -13.01% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.95% | -0.12% | -18.97% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.91% | -0.13% | -14.13% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.91% | -0.08% | -0.20% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.90% | — | +0.94% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.87% | -0.01% | -21.85% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | -0.07% | -16.26% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.81% | +0.03% | -15.87% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.78% | -0.15% | -19.14% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | +0.04% | +0.11% | |
| 32 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.57% | +0.01% | +0.82% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | +0.53% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.49% | +0.02% | +0.46% | |
| 35 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.43% | +0.03% | — | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.43% | -0.05% | -8.34% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.41% | +0.01% | -11.39% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | +0.02% | -57.71% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | +0.03% | -5.00% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | +0.02% | +0.15% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.34% | — | -31.53% | |
| 42 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.33% | — | -10.36% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.32% | +0.02% | +0.46% | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.31% | +0.02% | +0.54% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.29% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | -0.10% | — | |
| 47 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.27% | — | -24.27% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.27% | +0.07% | -37.01% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.26% | — | +24.18% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | -0.08% | -79.72% |