CIK: 0001471474
申报总市值
US$31.6亿
仅显示前 200 大持股（共 473 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 | 11.10% | -1.73% | +11.49% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.73% | -0.91% | +12.19% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.52% | — | +32.47% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.96% | -0.46% | +20.14% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.04% | -12.47% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 2.53% | -0.16% | -2.99% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.97% | — | +71.68% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.72% | +0.44% | +14.46% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | +0.55% | -9.99% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.61% | — | +31.73% | |
| 11 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 1.53% | — | +24.04% | |
| 12 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 1.46% | — | -0.75% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.40% | — | -1.22% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.34% | — | +229.37% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | +0.37% | +9.55% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.27% | -0.14% | +7.80% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.17% | — | +307.86% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.16% | — | +10.71% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.12% | -0.10% | -10.44% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.07% | — | +21.80% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.06% | — | +5.57% | |
| 22 | SUB | Ishares Short-term National | ETF-其他 | 1.03% | — | +96.52% | |
| 23 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.92% | -0.17% | +12.20% | |
| 24 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.90% | — | +100.70% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | +1.58% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.87% | — | +8.80% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.86% | — | +483.66% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | -0.65% | -12.12% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | — | |
| 30 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.80% | — | +76.66% | |
| 31 | TH | Target Hospitality CORP | 股票-其他 | 0.74% | — | -16.25% | |
| 32 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.74% | — | — | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.63% | — | +222.45% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.61% | — | +77.34% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.59% | — | +70.82% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.59% | — | -33.02% | |
| 37 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.56% | — | +15.28% | |
| 38 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.56% | — | +26.18% | |
| 39 | VBTX | Veritex Holdings INC | 股票-其他 | 0.55% | — | +4.64% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.54% | — | -1.70% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | — | -33.42% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.52% | — | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.51% | — | +7.23% | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.51% | — | +238.05% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | — | — | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.49% | -0.29% | EXIT | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | — | +42.54% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.49% | +0.13% | -35.53% | |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.48% | -0.06% | +5.76% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +16.54% |