CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 337 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 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 7.10% | +0.36% | -4.13% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 5.97% | — | +3.35% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 5.91% | — | +24.77% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.87% | -1.02% | +11.70% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.54% | +0.05% | +0.82% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.43% | — | -4.65% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.42% | — | -6.62% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.07% | — | +10.84% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.31% | -0.76% | +45.66% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.26% | — | -2.28% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.07% | — | +11.50% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.86% | — | -75.40% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.25% | — | +20.29% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.16% | — | -6.58% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.96% | — | +95.92% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.87% | — | -1.25% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.79% | — | +20.49% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.62% | — | +79.69% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.61% | +0.14% | +120.85% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.57% | -0.31% | -0.28% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.55% | — | +0.00% | |
| 22 | GM | General Motors Co | 股票-周期性消费 | 1.13% | — | -0.33% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.11% | -0.74% | -11.11% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.10% | — | -31.28% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.95% | — | +37.03% | |
| 26 | HPE | Hewlett-Packard Company | 股票-科技 | 0.94% | — | -6.51% | |
| 27 | IGE | Ishares North American Natur | ETF-其他 | 0.94% | — | +25.01% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.87% | — | +7.38% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | — | +115.97% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.82% | — | +4.51% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.79% | +0.29% | -32.33% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.72% | — | +184.50% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | -11.59% | |
| 34 | BP | Bp Plc-spons Adr | 股票-能源 | 0.69% | — | -1.92% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | +0.13% | -5.53% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | — | -1.86% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | — | -1.71% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.62% | — | +1.25% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | — | +206.19% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.62% | — | +2.32% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.61% | — | +3.89% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | +0.86% | +15.93% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | — | +12.44% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.43% | — | -0.06% | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.35% | — | -22.93% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.32% | — | +10000.00% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.28% | — | -2.83% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.26% | — | -0.29% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.26% | +0.26% | -7.25% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.26% | — | -11.81% |