CIK: 0001608057
申报总市值
US$5.2亿
仅显示前 200 大持股（共 205 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.44% | — | -0.35% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.34% | — | — | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.12% | — | -3.67% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.30% | -5.38% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.86% | +0.15% | +1.54% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.57% | +0.19% | +1.86% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.54% | — | +2.15% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.10% | +0.09% | +10.87% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.09% | -0.20% | +0.75% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.07% | -0.30% | -2.24% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.00% | — | +3.29% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.79% | — | +1.70% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.45% | -1.41% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.44% | — | -0.65% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.41% | -0.07% | +1.07% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.41% | — | -4.37% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.34% | — | +20.12% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | -0.15% | -3.29% | |
| 19 | MCI | Barings Corporate Investors | 股票-其他 | 1.18% | — | -0.24% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.17% | — | -0.58% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.13% | +0.14% | +1.71% | |
| 22 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.13% | — | +3.02% | |
| 23 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.01% | — | +6.58% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.99% | — | +3.96% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | — | +1.61% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.95% | — | +6.01% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.17% | -0.87% | |
| 28 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.88% | — | +1.37% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | -0.56% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.80% | -0.07% | -0.53% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.78% | -0.09% | -1.50% | |
| 32 | KKR | Kkr & Co INC | 股票-金融 | 0.78% | — | -7.25% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.77% | — | +0.03% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.77% | +0.40% | +1.86% | |
| 35 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.77% | — | +1.24% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地产 | 0.73% | — | -0.59% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +2.15% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.70% | — | -0.61% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.70% | — | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | — | +2.95% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | -5.90% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | -4.37% | |
| 43 | TREX | Trex Company INC | 股票-工业 | 0.68% | — | -2.66% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.67% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | -0.22% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.63% | — | -0.14% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -3.25% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -1.97% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.57% | — | +21.64% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | — | -2.39% |