CIK: 0001737089
申报总市值
US$34.6亿
仅显示前 200 大持股（共 867 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 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.93% | +0.23% | +2.05% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 3.88% | -0.94% | +12.17% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.87% | -1.10% | -4.03% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.34% | — | -32.11% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.25% | -0.41% | +12.45% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.75% | — | +17.49% | |
| 7 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.66% | — | +17.74% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.58% | — | +28.66% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.50% | — | -0.10% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.44% | — | +182.48% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.35% | +1.09% | +9.97% | |
| 12 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.35% | -0.64% | +17.35% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.28% | — | +1448.10% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.20% | -0.32% | +12.03% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.15% | — | +12.44% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.14% | — | -29.23% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.08% | — | +51.41% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | +108.62% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.02% | — | +39.11% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.96% | — | +108.52% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.95% | — | +240.48% | |
| 22 | XLB | Ss Materials Select Sector | ETF-其他 | 0.95% | — | +21.36% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.93% | — | +36.72% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.93% | — | +18.78% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.93% | — | +29.00% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | +0.14% | +26.52% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.92% | — | +0.00% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.80% | — | +33.11% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.78% | — | +12.57% | |
| 30 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.75% | — | +8.09% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.75% | — | +23.85% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | +180.56% | |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.71% | — | +108.10% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.71% | — | +189.85% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.71% | — | -39.23% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | +1.60% | |
| 37 | URTH | Ishares Msci World ETF | ETF-其他 | 0.69% | — | -51.07% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.68% | — | +9.46% | |
| 39 | AAPL | Apple INC | 股票-科技 | 0.67% | +0.07% | -11.58% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.65% | — | +12.26% | |
| 41 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.65% | — | — | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.64% | — | -26.38% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | -0.20% | +89.15% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.61% | — | -33.81% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.58% | — | -39.39% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | — | — | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.57% | — | -27.68% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.57% | — | +153.25% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | — | -27.98% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +1.29% |