CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 402 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 | 7.03% | — | +1.50% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 6.36% | +0.36% | -1.10% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.75% | -1.02% | +4.62% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.72% | — | -1.72% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.64% | -0.76% | +6.05% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.86% | +0.05% | -1.56% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.41% | — | +3.29% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.31% | — | +531.94% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.18% | — | +2.08% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.06% | — | -27.36% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.85% | — | -32.86% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.81% | — | +2.64% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.25% | +0.14% | +5.37% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.90% | — | -1.47% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.87% | — | +2.32% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.86% | — | +12.57% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.77% | — | +0.21% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.73% | -0.31% | +3.79% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.70% | — | +0.14% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.67% | — | +0.86% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.64% | — | +5.24% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.64% | — | -59.92% | |
| 23 | GM | General Motors Co | 股票-周期性消费 | 1.25% | — | -1.41% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.25% | — | +147.85% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.14% | — | +10899.44% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.09% | — | +5.64% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.99% | — | +247.77% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.92% | — | -9.53% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.91% | — | +5.31% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.86% | — | -2.66% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.81% | — | -1.09% | |
| 32 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.79% | — | +21.91% | |
| 33 | IGE | Ishares North American Natur | ETF-其他 | 0.75% | — | +0.32% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.72% | — | -0.33% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.72% | — | -9.10% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | — | +1.45% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.64% | — | +1.25% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.63% | -0.74% | -31.92% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | +0.13% | -6.34% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | +0.86% | — | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.55% | — | -0.12% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | — | -8.33% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | +41.65% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 0.48% | — | +0.04% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.48% | — | +4.10% | |
| 46 | OKE | Oneok INC | 股票-能源 | 0.45% | — | +1.31% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.44% | — | +2.76% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.40% | +0.29% | -5.53% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.32% | — | — | |
| 50 | LUV | Southwest Airlines Co | 股票-工业 | 0.27% | — | — |