CIK: 0001633901
申报总市值
US$527.9亿
仅显示前 200 大持股（共 444 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 18.63% | -1.18% | -2.48% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.67% | +0.25% | +7.96% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 8.70% | +0.51% | +7.79% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.28% | — | +1.63% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.64% | +0.06% | +8.12% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.60% | -0.50% | +6.02% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.62% | -0.17% | -2.70% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.45% | -0.03% | +0.81% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.34% | -0.06% | +3.74% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.20% | — | -5.88% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.92% | -0.13% | +3.55% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.90% | -0.05% | -0.05% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.74% | -0.02% | -3.67% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.73% | +0.07% | +4.48% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.68% | -0.02% | -4.08% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.47% | -0.14% | +2.35% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.34% | +0.04% | +3.90% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.08% | — | +96.46% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.01% | -0.03% | -1.23% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.00% | — | -7.50% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.97% | +0.03% | +4.69% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.96% | -0.06% | +193.52% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.77% | -0.06% | +3.51% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | +0.04% | +8.64% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.62% | — | +1.60% | |
| 26 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.60% | -0.02% | +0.70% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | -3.24% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.50% | +0.08% | +106.61% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.41% | +0.02% | -15.46% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.34% | -0.01% | -6.81% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.33% | +0.46% | +203.01% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.33% | -0.01% | -5.99% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.32% | — | -4.67% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.31% | +0.06% | +1.55% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.29% | — | -10.37% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.29% | — | +189.77% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.29% | -0.02% | +5.43% | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.28% | +0.11% | -2.25% | |
| 39 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.27% | — | +4.70% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | -0.02% | +18.25% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.22% | — | -2.34% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.22% | — | -1.75% | |
| 43 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.22% | — | +9.23% | |
| 44 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.21% | — | +3.67% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.19% | — | -2.67% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.19% | — | +7.39% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.17% | +0.04% | +0.36% | |
| 48 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.16% | — | +7.46% | |
| 49 | GSEU | Goldman Activebta Eur Eq ETF | ETF-避险与商品 | 0.16% | -0.01% | +95.61% | |
| 50 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.14% | — | +6.32% |