CIK: 0001727336
申报总市值
US$148.5亿
仅显示前 200 大持股（共 469 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 49.09% | -5.97% | +0.15% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 9.88% | +0.03% | +0.80% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 9.33% | -0.75% | +0.64% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 8.00% | -0.03% | -6.11% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.53% | -0.02% | +0.08% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 4.09% | -0.30% | +4.50% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.72% | -0.04% | +2.35% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.28% | -0.06% | +3.40% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.92% | -0.01% | -0.26% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.81% | -0.07% | -33.06% | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.67% | -0.01% | -0.63% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.63% | +0.10% | +2947338.30% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.61% | -0.03% | +4.36% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.54% | -0.03% | +5.80% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.50% | — | +5243671.43% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | -0.03% | +1.52% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | +5.39% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.38% | — | -37.34% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.38% | +0.09% | +359612.50% | |
| 20 | DFAT | Dimensional US Target Value | ETF-其他 | 0.22% | — | +11.05% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.21% | — | -8.58% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.21% | +0.02% | +14.87% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.21% | -0.01% | -1.20% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.19% | +0.03% | +141583.50% | |
| 25 | INTF | Ishares International Equity | ETF-其他 | 0.18% | -0.03% | +15.16% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.14% | +0.22% | +86286.42% | |
| 27 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.14% | — | +8.98% | |
| 28 | DFIV | Dimensional International Va | ETF-其他 | 0.13% | — | +4.41% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.12% | +0.02% | — | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.12% | -0.01% | -9.61% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.10% | — | -1.03% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | -0.02% | +0.02% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.09% | -0.01% | -0.63% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.08% | +0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.06% | — | -0.31% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.04% | — | -2.99% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.04% | +0.01% | +0.47% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.04% | — | +30.96% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.03% | — | +0.59% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.03% | — | -8.33% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.03% | — | +0.41% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工业 | 0.03% | +0.01% | +0.07% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.03% | — | -0.84% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.02% | — | +42.34% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.02% | — | +1.04% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.02% | +0.02% | — | |
| 47 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.02% | — | -9.82% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.02% | — | +2.24% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.02% | — | +16.95% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.02% | — | +5.49% |