CIK: 0001633901
申报总市值
US$527.9亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 20.07% | -1.18% | +7.29% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.00% | +0.25% | +9.38% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 10.05% | — | +5.29% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 5.81% | — | +7.92% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.69% | -0.03% | +12.30% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.95% | -0.02% | +5.04% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.49% | -0.02% | +0.85% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.57% | -0.17% | -0.93% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.57% | +0.06% | +15.63% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.19% | -0.01% | -7.25% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.78% | -0.13% | +12.29% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.76% | — | -5.75% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.47% | -0.50% | +18.24% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.65% | -0.05% | -2.74% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.63% | — | +12.54% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.54% | -0.06% | -6.23% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.39% | — | +0.51% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.77% | — | -4.10% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.75% | -0.06% | -0.89% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.67% | — | -4.50% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.65% | +0.04% | +7.41% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.62% | — | -1.95% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.57% | -0.14% | +6.64% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.56% | — | +28.87% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | -0.02% | -3.80% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.48% | -0.03% | +76.92% | |
| 27 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.40% | +0.11% | +33.41% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.33% | — | -5.82% | |
| 29 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.31% | -0.02% | +61.87% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.27% | -0.01% | -14.20% | |
| 31 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.25% | +0.02% | +18.16% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.18% | — | +19.79% | |
| 33 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.15% | — | +72.49% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.15% | +0.06% | -3.51% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.12% | -0.02% | +14.02% | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.10% | — | -6.50% | |
| 37 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.09% | — | -26.39% | |
| 38 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.08% | — | +63.90% | |
| 39 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.07% | — | +59.92% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.07% | — | +13.45% | |
| 41 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.06% | — | +82.06% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.06% | — | +16.79% | |
| 43 | GMOM | Cambria Global Momentum ETF | ETF-其他 | 0.06% | — | -3.14% | |
| 44 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避险与商品 | 0.06% | — | -23.67% | |
| 45 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 0.05% | — | +8.00% | |
| 46 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.05% | +0.04% | +84.32% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.04% | — | +16.32% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.04% | — | -37.21% | |
| 49 | EEMX | State Street Spdr Msci Emerg | ETF-其他 | 0.04% | — | +72.65% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.04% | — | -18.42% |