CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 343 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 | 7.01% | +0.36% | -3.13% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 6.50% | — | +6.16% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 5.65% | — | -4.73% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.08% | -1.02% | +5.41% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.30% | — | +4.09% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.28% | +0.05% | -0.25% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.23% | — | -1.77% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.15% | — | -1.39% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.66% | -0.76% | +9.20% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.46% | — | +1.90% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.08% | — | -1.42% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.58% | — | +13.51% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 2.31% | — | +6.58% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.03% | — | -4.23% | |
| 15 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.85% | — | +0.91% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.83% | +0.14% | +16.75% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.83% | — | +3.16% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.73% | — | +4.87% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.55% | — | +0.00% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.48% | -0.31% | -1.03% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.27% | — | +52.08% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.23% | — | -56.14% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.10% | -0.74% | -4.89% | |
| 24 | GM | General Motors Co | 股票-周期性消费 | 1.03% | — | +1.85% | |
| 25 | HPE | Hewlett-Packard Company | 股票-科技 | 1.01% | — | +0.70% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | — | +3.18% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.92% | — | -14.09% | |
| 28 | IGE | Ishares North American Natur | ETF-其他 | 0.91% | — | +6.40% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.83% | — | -0.02% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.80% | — | -0.18% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.77% | — | -3.41% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.68% | — | +17.94% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | +0.13% | -4.04% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.67% | — | -5.00% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.66% | +0.29% | -14.62% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.64% | — | +3.23% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.62% | — | -2.23% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | +0.86% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | — | +3.07% | |
| 40 | BP | Bp Plc-spons Adr | 股票-能源 | 0.58% | — | +2.01% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.58% | — | -0.24% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.57% | — | -0.28% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.49% | — | -3.15% | |
| 44 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.44% | — | +84.25% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.42% | — | +0.06% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.35% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.35% | — | +0.65% | |
| 48 | OKE | Oneok INC | 股票-能源 | 0.34% | — | +55.70% | |
| 49 | LUV | Southwest Airlines Co | 股票-工业 | 0.30% | — | — | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.27% | — | -2.15% |