CIK: 0001599084
申报总市值
US$4.9亿
仅显示前 200 大持股（共 232 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 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 6.95% | -0.05% | -3.47% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 6.21% | +0.14% | -3.24% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 5.79% | -0.22% | -1.18% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 5.29% | — | -3.39% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.85% | +0.29% | +2.80% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.79% | +0.09% | -2.17% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.76% | — | -0.85% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.58% | -0.06% | -2.42% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.57% | -0.19% | +15.71% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.51% | +0.14% | +5.54% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.04% | -0.15% | +9.06% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.85% | -0.01% | -5.25% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.76% | — | -2.12% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.62% | -0.09% | -1.73% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.48% | — | -3.89% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.34% | — | +12.51% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.22% | +0.16% | -4.61% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.13% | — | -5.57% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.94% | -0.01% | -1.17% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.82% | — | -0.43% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.75% | -0.10% | -0.14% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.60% | +0.03% | +0.58% | |
| 23 | XLB | Ss Materials Select Sector | ETF-其他 | 1.55% | — | -3.88% | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 1.46% | — | -1.36% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.44% | — | +1.46% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.35% | — | +3.19% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.31% | — | -1.42% | |
| 28 | VAW | Vanguard Materials ETF | ETF-其他 | 1.16% | — | -1.23% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | +103.69% | |
| 30 | RFDI | First Trst Dyn Devel Int ETF | ETF-其他 | 0.95% | — | +21.21% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.91% | — | -13.48% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.90% | — | -8.26% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | -0.08% | +3.22% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | -0.01% | -0.63% | |
| 35 | MXI | Ishares Global Materials ETF | ETF-其他 | 0.74% | — | -3.77% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.66% | — | -9.22% | |
| 37 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.56% | — | -2.42% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | +0.10% | +5.81% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.49% | — | -0.78% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.40% | — | +1.80% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.40% | — | +37.22% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | — | +13.50% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.27% | — | +166.09% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.27% | — | -14.45% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.27% | — | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.25% | — | -0.95% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.24% | -0.02% | — | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | -0.04% | -1.55% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.20% | — | — |