CIK: 0001596957
申报总市值
US$15.5亿
仅显示前 200 大持股（共 415 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 | 5.91% | — | -37.52% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.89% | -0.19% | +18267.62% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.87% | -0.07% | -12.00% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.84% | -0.05% | -30.27% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 3.82% | -0.30% | -19.31% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.73% | -0.12% | -49.84% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.18% | -0.06% | -27.38% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.42% | — | -9.60% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.33% | — | -58.64% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.28% | -0.01% | -29.43% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.04% | +0.07% | +4.59% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.99% | +0.01% | -17.97% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | — | +1.34% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.53% | — | +3.86% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.41% | +0.08% | — | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.32% | — | +22.07% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.31% | +0.03% | +0.46% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.10% | +0.06% | -18.00% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.05% | +0.05% | -16.76% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.89% | — | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | -7.73% | |
| 22 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.83% | — | -15.23% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.83% | — | +8.81% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.82% | — | -35.09% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.82% | — | +10.41% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.82% | — | +25.91% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | +7.98% | |
| 28 | REET | Ishares Global Reit ETF | ETF-其他 | 0.74% | — | +2.47% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 0.73% | +0.04% | -21.92% | |
| 30 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.73% | +0.05% | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | — | -48.97% | |
| 32 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-其他 | 0.71% | +0.02% | — | |
| 33 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.70% | -1.04% | +2.24% | |
| 34 | AVDE | Avantis International Equity | ETF-其他 | 0.69% | — | — | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.67% | — | — | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | -0.06% | |
| 37 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.65% | — | +31.86% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | +0.06% | +6.60% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.61% | — | +7.54% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.61% | — | -55.39% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | -19.17% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +9.75% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | — | -4.73% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.55% | — | -5.22% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.54% | — | -2.08% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.53% | — | +13.10% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | — | +3.18% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | +0.08% | -0.08% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.24% | +8.70% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | +4.69% |