CIK: 0001634553
申报总市值
US$4.3亿
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 16.21% | — | +8.40% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.41% | — | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.53% | — | +347.22% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 7.37% | — | +18.59% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.74% | — | +13.65% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.21% | — | +4573.42% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.97% | — | +23.36% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.92% | — | +1.80% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.87% | — | +2675.43% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.54% | — | +12.89% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.48% | — | +223.51% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.98% | — | +53.73% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.80% | — | +1092.59% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.75% | — | +48.83% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.47% | — | -9.26% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | — | -5.22% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.25% | — | -54.18% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.06% | — | +1008.52% | |
| 19 | DHR | Danaher CORP | 股票-医疗保健 | 1.01% | — | +0.37% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.89% | — | -0.53% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | -3.81% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | — | +19.76% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | +9.32% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +5.87% | |
| 25 | CZA | Invesco Zacks Mid-cap ETF | ETF-其他 | 0.62% | — | — | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.50% | — | +323.60% | |
| 27 | ARCC | Ares Capital CORP | 股票-金融 | 0.48% | — | -13.87% | |
| 28 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.47% | — | — | |
| 29 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.47% | — | — | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.46% | — | +7.32% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.43% | — | +9.23% | |
| 32 | EPD | Enterprise Products Partners | 股票-能源 | 0.41% | — | — | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.40% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | — | +458.79% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.38% | — | — | |
| 36 | MO | Altria Group INC | 股票-非周期性消费 | 0.37% | — | +0.86% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.37% | — | — | |
| 38 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.36% | — | — | |
| 39 | T | At&t INC | 股票-通信服务 | 0.36% | — | +0.07% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.33% | — | — | |
| 41 | XRAY | Dentsply Sirona INC | 股票-医疗保健 | 0.30% | — | -3.45% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.29% | — | -49.07% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | +8.42% | |
| 44 | KMI | Kinder Morgan INC | 股票-能源 | 0.28% | — | -46.70% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.27% | — | +5.24% | |
| 46 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.25% | — | +35.31% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.25% | — | +47.22% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.23% | — | -42.13% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.23% | — | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.22% | — | — |