CIK: 0001596957
申报总市值
US$15.5亿
仅显示前 200 大持股（共 387 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 | 8.35% | — | +3.26% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.00% | -0.12% | +2.19% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 5.99% | -0.07% | +10.25% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 5.85% | — | +2.58% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 5.03% | -0.30% | +4.62% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.70% | -0.05% | +9.52% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.89% | -0.06% | +11.12% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.79% | — | +8.44% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.93% | -0.01% | +2.88% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.03% | +0.01% | +11.24% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.95% | +0.07% | +2.28% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.60% | — | +1.60% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.42% | — | +2.41% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.42% | — | -7.55% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | — | -0.44% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.21% | +0.03% | -0.20% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.19% | — | +103.75% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.17% | — | -8.43% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.13% | — | -2.24% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.07% | — | +96.67% | |
| 21 | IDV | Ishares International Select | ETF-其他 | 0.99% | +0.04% | +0.79% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.92% | — | +1.90% | |
| 23 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.81% | — | +2.38% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | -10.82% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | — | +12.59% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.66% | — | +2.57% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | +0.08% | +10.71% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.62% | — | -1.74% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.62% | — | -4.78% | |
| 30 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.61% | -1.04% | +1.50% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.57% | — | +0.50% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | -12.23% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.24% | +7.61% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.49% | — | -4.10% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.49% | — | +0.70% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | — | +1.04% | |
| 37 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.46% | — | +0.88% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.45% | — | -4.73% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.45% | +0.06% | +0.49% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.43% | — | +7.24% | |
| 41 | REET | Ishares Global Reit ETF | ETF-其他 | 0.41% | — | +40.25% | |
| 42 | ARCB | Arcbest CORP | 股票-其他 | 0.41% | — | — | |
| 43 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.40% | — | +3.80% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.06% | +10.48% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | +0.93% | |
| 46 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.35% | — | +1.07% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.35% | — | -4.68% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.34% | — | -3.81% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.30% | — | -4.31% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | +4.00% |