CIK: 0001596957
申报总市值
US$15.5亿
仅显示前 200 大持股（共 400 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 | 8.21% | — | +1.29% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 6.57% | -0.12% | -2.72% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 5.48% | — | — | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.82% | -0.05% | +12.59% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 4.60% | -0.30% | +3.17% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.96% | -0.06% | +15.36% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.74% | -0.07% | -25.49% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.65% | -0.01% | +0.12% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.48% | — | -26.61% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.15% | +0.01% | +27.28% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.03% | +0.07% | +5.46% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.45% | — | +1.54% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.43% | — | -3.52% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.31% | +0.06% | +0.44% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | — | +2.14% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.26% | — | -3.29% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.24% | — | -1.39% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.24% | +0.05% | -7.10% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.18% | +0.03% | +2.56% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.16% | — | +3.34% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.05% | — | +23.40% | |
| 22 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.96% | — | +3.77% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.93% | — | -0.67% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.86% | — | +2.67% | |
| 25 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.85% | -1.04% | -0.07% | |
| 26 | IDV | Ishares International Select | ETF-其他 | 0.76% | +0.04% | -7.50% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | — | +9.22% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +0.08% | +8.17% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -0.54% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.66% | — | +10.99% | |
| 31 | REET | Ishares Global Reit ETF | ETF-其他 | 0.66% | — | -13.46% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.64% | — | -5.26% | |
| 33 | CUSD | Crossingbridge Ultra-short D | ETF-其他 | 0.61% | — | +0.11% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | — | -3.00% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | +0.84% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.55% | — | +1.25% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | +0.06% | +11.42% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | — | -8.35% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.51% | — | +17.58% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | +0.24% | +2044.19% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.48% | — | +1.30% | |
| 42 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.47% | — | +7.60% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.45% | — | -0.57% | |
| 44 | ARCB | Arcbest CORP | 股票-其他 | 0.43% | — | -24.58% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.42% | — | -3.41% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | +19.17% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | +12.31% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.39% | — | +5.43% | |
| 49 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.37% | — | +2.73% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.33% | — | +1.64% |