CIK: 0001634212
申报总市值
US$12.2亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 27.21% | -0.73% | +1.95% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 11.52% | -0.11% | +1.85% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.06% | -0.19% | +8.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.61% | -0.16% | -2.47% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 7.32% | -0.10% | -1.17% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.67% | — | -2.80% | |
| 7 | ✓ | SPDR S&P Midcap 400 | 股票-其他 | 4.27% | — | -4.16% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.89% | — | -1.65% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.08% | — | -1.70% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.56% | — | -3.56% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.24% | — | -5.62% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.09% | -0.05% | -2.77% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.93% | — | -1.86% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.90% | — | -5.19% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | -0.09% | -3.08% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | -0.09% | -2.85% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.65% | — | — | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.51% | — | — | |
| 19 | NOC | Northrop Grumman CORP | 股票-工业 | 0.45% | — | -11.92% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.43% | — | — | |
| 21 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.36% | — | -0.91% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.35% | — | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.32% | — | -4.21% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.28% | — | -10.70% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.27% | — | — | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.27% | -0.18% | -3.69% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.24% | — | — | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.22% | — | — | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.20% | — | — | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | — | -22.43% | |
| 31 | FRME | First Merchants CORP | 股票-其他 | 0.19% | — | — | |
| 32 | DTE 6.5 12-01-61 | Dte Energy Co | 股票-公用事业 | 0.18% | — | +22.36% | |
| 33 | SRE | Sempra | 股票-公用事业 | 0.17% | — | — | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.17% | — | — | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.16% | — | +0.26% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.16% | — | -14.58% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.15% | — | +1.22% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | — | — | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.14% | — | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.14% | — | — | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.13% | — | -18.29% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.13% | — | +0.05% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.13% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.10% | — | — | |
| 45 | WNC | Wabash National CORP | 股票-其他 | 0.09% | — | — | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.09% | — | — | |
| 47 | ✓ | 股票-其他 | 0.01% | — | — |