CIK: 0001681373
申报总市值
US$1957.7万
仅显示前 200 大持股（共 569 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 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 28.18% | -0.69% | +0.83% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-其他 | 23.18% | — | -3.51% | |
| 3 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 19.20% | — | -16.32% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.16% | -1.01% | -6.50% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.47% | — | +126.20% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.26% | — | +0.21% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | — | +0.08% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.03% | — | -0.11% | |
| 9 | NSC | Norfolk Southern CORP | 股票-工业 | 0.85% | +0.12% | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | -4.05% | |
| 11 | QCOM | Qualcomm INC | 股票-科技 | 0.43% | +0.08% | +0.44% | |
| 12 | T | At&t INC | 股票-通信服务 | 0.40% | — | +0.87% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | — | -19.10% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.32% | — | -10.01% | |
| 15 | MMM | 3m Co | 股票-工业 | 0.29% | — | +0.44% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +3.66% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 0.26% | — | +1.02% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 0.26% | — | +1.19% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.26% | -0.20% | +4.95% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 0.25% | — | +0.85% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | — | — | |
| 22 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.23% | — | — | |
| 23 | HAL | Halliburton Co | 股票-能源 | 0.22% | -0.03% | -1.66% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.21% | — | — | |
| 25 | COP | Conocophillips | 股票-能源 | 0.20% | — | -0.87% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | -12.47% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.19% | — | +1.31% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | +0.04% | -4.52% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.17% | — | +1.77% | |
| 30 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.15% | — | -3.37% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.14% | — | +8.02% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.14% | — | -5.20% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.13% | — | -15.85% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.13% | — | -6.09% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.13% | — | +2.49% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.12% | — | -18.72% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.12% | -0.09% | +17.50% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.12% | — | -2.87% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.12% | — | +6.02% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | -4.16% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.10% | — | +4.23% | |
| 42 | ✓ | Dreyfus Strategic Mun Bd Fd | 股票-其他 | 0.10% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.09% | -0.12% | -2.74% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.09% | — | +17.62% | |
| 45 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.09% | — | — | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.08% | — | +3.74% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.08% | — | -8.98% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.08% | — | +16.78% | |
| 49 | AGO | Assured Guaranty Ltd. | 股票-金融 | 0.07% | — | -8.81% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.07% | — | -1.84% |