CIK: 0001596957
申报总市值
US$15.5亿
仅显示前 200 大持股（共 397 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 | SCHV | Schwab US Large-cap Value | ETF-其他 | 7.45% | — | +1.75% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.32% | -0.12% | +3.28% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 6.34% | — | +2.39% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 5.64% | -0.07% | +1.61% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 5.55% | -0.30% | +2.89% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.28% | -0.05% | +0.96% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.92% | — | +1.09% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.64% | -0.06% | +1.25% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.76% | -0.01% | +2.04% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.02% | — | +2.58% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.99% | +0.01% | +1.73% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.76% | — | -2.16% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.65% | +0.07% | +1.26% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.58% | — | -1.52% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | — | +2.88% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.30% | — | +1.50% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.28% | +0.03% | +2.51% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.25% | — | -1.52% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.13% | — | +2.05% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.05% | — | +1.63% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | — | -2.13% | |
| 22 | IDV | Ishares International Select | ETF-其他 | 0.95% | +0.04% | +0.37% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.87% | — | +2.43% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | — | -0.82% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | +0.08% | +5.17% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | +7.08% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.62% | — | -0.32% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | -8.13% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.55% | — | +4.34% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.54% | — | -1.56% | |
| 31 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.53% | -1.04% | +1.31% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.52% | — | -7.38% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.51% | — | +2.24% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.24% | +1.50% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.49% | — | -0.81% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.48% | — | +1.49% | |
| 37 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.47% | — | +2.11% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.45% | — | +0.47% | |
| 39 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.45% | — | -12.06% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.43% | — | +3.78% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.42% | -0.06% | +0.40% | |
| 42 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.41% | — | -11.46% | |
| 43 | ARCB | Arcbest CORP | 股票-其他 | 0.41% | — | — | |
| 44 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.41% | — | +0.30% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.40% | — | +0.25% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.40% | — | -22.41% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.38% | — | +1.46% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | -0.28% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | -0.12% | +0.67% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | -0.95% |