CIK: 0001681373
申报总市值
US$1957.7万
仅显示前 200 大持股（共 355 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 | IHDG | Wisdomtree International Hed | ETF-其他 | 29.53% | — | +1.68% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 21.18% | -0.69% | -33.20% | |
| 3 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 20.95% | — | +0.23% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.32% | -1.01% | -0.25% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.06% | — | +799.79% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | — | -1.01% | |
| 7 | NSC | Norfolk Southern CORP | 股票-工业 | 1.04% | +0.12% | — | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.03% | — | +768.61% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | — | -2.46% | |
| 10 | DXCM | Dexcom INC | 股票-医疗保健 | 0.75% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | — | -9.98% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.46% | — | +49.98% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | -6.14% | |
| 14 | T | At&t INC | 股票-通信服务 | 0.32% | — | -4.46% | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.27% | — | -3.15% | |
| 16 | PSX | Phillips 66 | 股票-能源 | 0.26% | — | -1.12% | |
| 17 | HAL | Halliburton Co | 股票-能源 | 0.25% | -0.03% | — | |
| 18 | MMM | 3m Co | 股票-工业 | 0.24% | — | -5.02% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | — | -5.51% | |
| 21 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.24% | — | — | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 0.22% | — | -1.23% | |
| 23 | COP | Conocophillips | 股票-能源 | 0.22% | — | — | |
| 24 | ATRAGBX | Atara Biotherapeutics INC | 股票-其他 | 0.21% | — | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.21% | — | — | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.20% | — | +1132.41% | |
| 27 | QCOM | Qualcomm INC | 股票-科技 | 0.18% | +0.08% | -56.09% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | — | -16.80% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.16% | — | -5.64% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.15% | -0.20% | -22.05% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.14% | — | -2.58% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.12% | — | +1253.85% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | -4.36% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.12% | — | -12.44% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.11% | +0.04% | -30.72% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | — | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.11% | +0.49% | +135.55% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.11% | -0.05% | +173.54% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.10% | — | -6.36% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.09% | +0.39% | +152.74% | |
| 41 | ✓ | Dreyfus Strategic Mun Bd Fd | 股票-其他 | 0.08% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.08% | — | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.08% | +0.39% | +173.17% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.08% | +0.38% | +157.47% | |
| 45 | TIFEUR | Tiffany & Co | 股票-其他 | 0.08% | — | — | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.08% | — | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.08% | -0.04% | EXIT | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.08% | — | -13.89% | |
| 49 | ADI | Analog Devices INC | 股票-科技 | 0.07% | — | — | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.07% | — | -21.36% |