CIK: 0001683754
申报总市值
US$3.8亿
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 13.89% | -0.35% | +0.92% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 9.20% | +0.68% | +3.34% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.94% | -0.02% | +3.30% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 8.65% | +0.64% | +1.35% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 7.83% | -0.30% | +2.28% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.27% | -0.21% | +1.21% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.08% | +0.08% | +0.52% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.75% | -0.03% | +0.78% | |
| 9 | RWO | State Street Spdr Dow Jones | ETF-其他 | 4.67% | — | +1.05% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.37% | -0.13% | +0.67% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 4.06% | — | +2.14% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.02% | — | +1.48% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.88% | -0.08% | +3.01% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.78% | +0.37% | +1.62% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.59% | — | +0.14% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.39% | — | +2.68% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.35% | -0.03% | +0.44% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.23% | — | -0.77% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.08% | +1.13% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | +0.38% | +5.78% | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.67% | — | +0.64% | |
| 22 | UBS | UBS Group AG | 股票-金融 | 0.64% | — | -17.55% | |
| 23 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.61% | — | -0.52% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.56% | — | +2.03% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | +0.01% | -5.21% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.44% | +0.07% | +0.30% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | -0.02% | +0.33% | |
| 28 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 0.29% | — | +0.02% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.27% | — | +0.27% | |
| 30 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.24% | — | +2.38% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.19% | — | +0.52% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.16% | +0.01% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.16% | — | +0.17% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.15% | — | -15.08% |