CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 392 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 6.88% | — | +5.00% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 6.35% | +0.36% | -0.24% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.51% | -1.02% | +4.16% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.99% | — | -0.00% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.39% | -0.76% | +7.33% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.25% | — | -5.49% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.17% | — | -5.21% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.06% | — | -4.32% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.90% | +0.05% | -0.79% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.32% | — | +2.88% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.27% | — | -1.52% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.71% | — | -35.00% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.38% | +0.14% | +5.04% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 2.17% | — | -3.57% | |
| 15 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.98% | — | -1.77% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.81% | — | -0.31% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.71% | — | +0.71% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.65% | — | +0.16% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.64% | — | +9.99% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.62% | -0.31% | +5.90% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.49% | — | +0.93% | |
| 22 | GM | General Motors Co | 股票-周期性消费 | 1.42% | — | +1.31% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | — | -3.26% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.03% | — | -5.75% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.02% | -0.74% | -5.75% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.89% | — | +5.44% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.83% | — | +8.41% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.81% | — | -7.41% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.80% | — | +3.25% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.80% | — | -9.25% | |
| 31 | IGE | Ishares North American Natur | ETF-其他 | 0.76% | — | +7.01% | |
| 32 | HPE | Hewlett-Packard Company | 股票-科技 | 0.68% | — | -5.44% | |
| 33 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.65% | — | +28.07% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | +0.13% | -1.59% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | — | -1.79% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | — | -1.85% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | +0.86% | — | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.56% | — | -4.46% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | -2.20% | |
| 40 | OKE | Oneok INC | 股票-能源 | 0.54% | — | +16.92% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.51% | — | -5.82% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.48% | — | -6.06% | |
| 43 | BP | Bp Plc-spons Adr | 股票-能源 | 0.47% | — | +0.67% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | — | +3.39% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.43% | — | -0.12% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | +0.29% | -24.35% | |
| 47 | LUV | Southwest Airlines Co | 股票-工业 | 0.35% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | +151.58% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.34% | — | -98.02% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | +62.82% |