CIK: 0001599084
申报总市值
US$4.9亿
仅显示前 200 大持股（共 241 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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.51% | +0.29% | +9.10% | |
| 2 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 5.33% | -0.05% | -8.50% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 5.20% | -0.22% | -3.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 5.15% | +0.14% | -3.36% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.39% | -0.19% | +6.54% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.17% | +0.14% | +4.34% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.14% | +0.09% | -0.48% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.67% | — | -10.49% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.50% | — | -1.95% | |
| 10 | RFDI | First Trst Dyn Devel Int ETF | ETF-其他 | 3.28% | — | +17.51% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.07% | -0.21% | +13.27% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.97% | -0.15% | +2.81% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.94% | -0.06% | -9.07% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.43% | -0.09% | -3.98% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.39% | -0.01% | -2.53% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.36% | — | -2.64% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.24% | +0.16% | +3.97% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.23% | — | -2.82% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.22% | — | -2.72% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.09% | -0.10% | -0.09% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.87% | — | -2.03% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.72% | -0.01% | -0.64% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.64% | — | +0.07% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.57% | — | +19.74% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.48% | +0.03% | +2.21% | |
| 26 | XLB | Ss Materials Select Sector | ETF-其他 | 1.47% | — | +1.76% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 1.37% | — | +2.10% | |
| 28 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.29% | — | +36.95% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | — | +9.89% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.17% | — | +4.44% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.11% | — | -12.06% | |
| 32 | VAW | Vanguard Materials ETF | ETF-其他 | 1.03% | — | -4.86% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.99% | -0.08% | -3.67% | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.82% | — | -0.73% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.75% | — | -4.13% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | -0.01% | -0.88% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.61% | — | -2.12% | |
| 38 | MXI | Ishares Global Materials ETF | ETF-其他 | 0.53% | — | -13.45% | |
| 39 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.50% | — | -3.59% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.48% | +0.10% | +3.52% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.47% | — | — | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.45% | -0.27% | +2102.78% | |
| 43 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.45% | — | +137.17% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.43% | — | — | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.34% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.34% | — | +0.43% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.33% | — | -1.79% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.26% | — | — | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.24% | -0.02% | -1.34% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.24% | — | — |