CIK: 0001727336
申报总市值
US$148.5亿
仅显示前 200 大持股（共 783 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 | 44.39% | -5.97% | +0.78% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 9.59% | +1.86% | +0.51% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 8.37% | -0.75% | -0.61% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.21% | -0.02% | +1.49% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.42% | +0.03% | +0.84% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.66% | -0.25% | +8.02% | |
| 7 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 2.81% | -0.30% | +0.28% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-其他 | 2.32% | +0.34% | +5.78% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.94% | +0.25% | +29.61% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.63% | -0.04% | +1.29% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.15% | -0.06% | +1.36% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.94% | — | +21.39% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.87% | +0.10% | +21.88% | |
| 14 | DEXC | Dimensional Em Ex Cce ETF | ETF-其他 | 0.77% | — | +1.24% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.76% | -0.03% | +0.01% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.73% | -0.01% | -1.11% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.64% | +0.09% | +21.23% | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.62% | -0.01% | -7.36% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.55% | -0.03% | -1.88% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.54% | -0.07% | -0.98% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.46% | -0.03% | +2.40% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.37% | -0.03% | +1.89% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.36% | — | -3.68% | |
| 24 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.27% | — | +1.24% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.22% | +0.22% | +19.78% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.22% | +0.02% | +4.63% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.21% | +0.03% | +18.81% | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.21% | +0.02% | +21.48% | |
| 29 | DFAT | Dimensional US Target Value | ETF-其他 | 0.20% | — | -3.81% | |
| 30 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.18% | +0.02% | +21.82% | |
| 31 | INTF | Ishares International Equity | ETF-其他 | 0.18% | -0.03% | +0.70% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.17% | — | +1.19% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.16% | +0.01% | +21.07% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.15% | -0.01% | -7.88% | |
| 35 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.15% | — | +1.97% | |
| 36 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 0.10% | +0.01% | -2.95% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.09% | -0.01% | -0.02% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.08% | -0.02% | +7.61% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.05% | -0.01% | -6.40% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.05% | — | -6.38% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.04% | — | +7.54% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.04% | — | +9.45% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.04% | — | -0.16% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.04% | +0.01% | -1.77% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.03% | — | +5.12% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.03% | — | +16.64% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.02% | — | +25.77% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.02% | +0.02% | +23.82% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工业 | 0.02% | +0.01% | +2.59% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.02% | — | +0.79% |