CIK: 0001681373
申报总市值
US$1957.7万
| # | 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 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 33.63% | — | -1.56% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 23.28% | -0.69% | -0.98% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 17.49% | -1.01% | -4.52% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-其他 | 6.53% | — | -89.19% | |
| 5 | NSC | Norfolk Southern CORP | 股票-工业 | 2.11% | +0.12% | — | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.05% | — | — | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.55% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.16% | — | -15.75% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.83% | — | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.70% | -0.20% | EXIT | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | — | +125.07% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | — | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.54% | — | — | |
| 15 | PSX | Phillips 66 | 股票-能源 | 0.44% | — | — | |
| 16 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.43% | — | — | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | — | |
| 18 | COP | Conocophillips | 股票-能源 | 0.35% | — | — | |
| 19 | MMM | 3m Co | 股票-工业 | 0.29% | — | -32.35% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.28% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | -28.29% | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 0.21% | +0.08% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | — | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.20% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | — | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.18% | — | -73.82% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.17% | — | — | |
| 28 | TIFEUR | Tiffany & Co | 股票-其他 | 0.16% | — | -50.00% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.16% | — | -5.56% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.15% | +0.49% | — | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.15% | -0.05% | — | |
| 32 | ✓ | Dreyfus Strategic Mun Bd Fd | 股票-其他 | 0.15% | — | — | |
| 33 | ADI | Analog Devices INC | 股票-科技 | 0.15% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.14% | — | — | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.13% | +0.39% | — | |
| 36 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.13% | — | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.13% | — | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.13% | +0.39% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.13% | — | — | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.12% | +0.38% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.11% | — | -54.05% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.11% | — | — | |
| 43 | HAL | Halliburton Co | 股票-能源 | 0.11% | -0.03% | — | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.11% | +0.34% | — | |
| 45 | VAREUR | Varian Medical Systems INC | 股票-其他 | 0.10% | — | -50.00% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.09% | — | -65.87% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.09% | +0.04% | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.09% | -0.04% | EXIT | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.08% | — | — | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.08% | — | — |