CIK: 0001599084
申报总市值
US$4.9亿
仅显示前 200 大持股（共 251 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 | 6.31% | -0.05% | -7.97% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 5.70% | +0.14% | -2.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 5.52% | -0.22% | -1.72% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.98% | +0.29% | +9.36% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.65% | — | -7.71% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.34% | +0.09% | -3.24% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.90% | -0.19% | +17.26% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.87% | +0.14% | +16.16% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.58% | — | -0.16% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.38% | -0.06% | -2.38% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.95% | -0.15% | +4.58% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.57% | -0.01% | -3.17% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.52% | -0.09% | -0.14% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.52% | — | -2.49% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.36% | — | +3.25% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.31% | — | -2.65% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.25% | +0.16% | +4.11% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.24% | -0.21% | — | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.02% | -0.10% | +21.54% | |
| 20 | RFDI | First Trst Dyn Devel Int ETF | ETF-其他 | 1.98% | — | +111.55% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.97% | — | -0.27% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.81% | -0.01% | -2.89% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.76% | — | -0.27% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.53% | +0.03% | +3.69% | |
| 25 | XLB | Ss Materials Select Sector | ETF-其他 | 1.48% | — | +0.37% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.44% | — | +8.87% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 1.35% | — | +7.20% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.28% | — | +1.72% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.26% | — | -1.54% | |
| 30 | VAW | Vanguard Materials ETF | ETF-其他 | 1.09% | — | -1.02% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | — | +7.59% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.00% | -0.08% | +18.08% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.86% | — | +0.04% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.81% | — | -4.27% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | -0.01% | -2.24% | |
| 36 | MXI | Ishares Global Materials ETF | ETF-其他 | 0.67% | — | -4.19% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.64% | — | +0.18% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.52% | +0.10% | +1.27% | |
| 39 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.50% | — | -3.63% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.48% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | — | +2.61% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | — | |
| 43 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.37% | — | — | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.36% | — | -5.29% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.33% | — | +0.84% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.26% | — | — | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.25% | — | -1.38% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.25% | — | -2.41% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.24% | -0.02% | +3.78% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.24% | — | -0.90% |