CIK: 0001657980
申报总市值
US$2.9亿
| # | 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 13.54% | — | — | |
| 2 | ✓ | 股票-其他 | 8.57% | — | — | ||
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.12% | -0.02% | +21.80% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.09% | +0.25% | +99.84% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.64% | — | -2.85% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 5.57% | -0.93% | +206.40% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.40% | — | +2.23% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.11% | — | +4.07% | |
| 9 | SMOT | Vaneck Morningstar Smid Moat | ETF-其他 | 3.88% | — | +3.52% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 3.79% | — | +8.71% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.77% | -0.18% | +2.15% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.26% | -0.37% | -9.09% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.12% | — | +21.70% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.57% | -0.31% | +845.38% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.24% | -0.82% | EXIT | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.12% | -0.17% | -6.87% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.04% | -0.27% | -6.87% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.99% | — | -3.00% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | — | -7.15% | |
| 20 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.89% | — | -36.99% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.88% | — | +12.42% | |
| 22 | ✓ | Ishares Tr Msci Intl Qualty | 股票-其他 | 0.86% | — | — | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.85% | — | +3.88% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.85% | — | -18.72% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.76% | — | -65.18% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.74% | -1.83% | -18.78% | |
| 27 | ✓ | Jpmorgn Hedgd Eqty Lad Ovrly ETF | ETF-其他 | 0.64% | — | — | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.64% | — | -17.05% | |
| 29 | ✓ | Ishares Tr | 股票-其他 | 0.59% | — | — | |
| 30 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.56% | -0.06% | — | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.55% | — | +3.56% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | — | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.20% | -2.69% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.19% | +6.29% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | — | -8.50% | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.42% | +0.52% | +11.56% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.42% | -0.16% | -7.16% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.41% | — | -8.92% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.41% | — | +5.54% | |
| 40 | ✓ | 股票-其他 | 0.40% | — | — | ||
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | — | +3.43% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | — | +32.68% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.33% | — | +16.55% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.33% | — | +37.51% | |
| 45 | AM | Antero Midstream CORP | 股票-能源 | 0.32% | — | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.30% | — | -3.26% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.29% | — | — | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.28% | — | +0.75% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | -0.31% | -11.83% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.22% | -0.23% | +71.23% |