CIK: 0001757617
申报总市值
US$18.1亿
仅显示前 200 大持股（共 237 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.75% | -0.37% | -3.41% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.57% | -0.22% | -0.53% | |
| 3 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 4.34% | +0.51% | +4.30% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.11% | -0.26% | -5.28% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.85% | -0.21% | -0.84% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.80% | -0.60% | -5.84% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.63% | +0.55% | -2.83% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.42% | -0.24% | -2.36% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.71% | +0.13% | +11.22% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.67% | — | +5.43% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.51% | +0.39% | +11.18% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.46% | -0.12% | +5.14% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.42% | -0.18% | -8.51% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 2.36% | +0.05% | +11.18% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.27% | +0.25% | +7.64% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.20% | +0.02% | +16.32% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.93% | +0.03% | +1.27% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.90% | -0.17% | +5.21% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.87% | +0.33% | +21.58% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.78% | +0.16% | +25.08% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.75% | -0.18% | +3.90% | |
| 22 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.52% | -0.33% | -2.16% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.50% | -0.41% | +1.17% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.48% | -0.11% | +6.53% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.42% | -0.13% | +22.57% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.38% | +0.22% | +9.76% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | +0.32% | +38.00% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.28% | -0.12% | +5.55% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.17% | +0.22% | +28.53% | |
| 30 | VOX | Vanguard Communication Servi | ETF-其他 | 1.14% | -0.08% | -2.19% | |
| 31 | VFH | Vanguard Financials ETF | ETF-其他 | 1.08% | — | +1.54% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.08% | — | -1.90% | |
| 33 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.05% | — | -1.36% | |
| 34 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.98% | -0.23% | +3.95% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.98% | — | +7.23% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.91% | -0.08% | +9.67% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.90% | +0.02% | +5.37% | |
| 38 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.88% | +0.01% | -2.38% | |
| 39 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.86% | -0.21% | +0.94% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.84% | — | +2.94% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.72% | -0.05% | +4.10% | |
| 42 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.66% | -0.01% | +6.16% | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.64% | — | +0.09% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.57% | +0.01% | +41.06% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.57% | — | +1.15% | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.53% | — | +3.46% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.51% | +0.05% | +18.72% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.48% | — | +4.85% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | — | -3.65% | |
| 50 | XLB | Ss Materials Select Sector | ETF-其他 | 0.47% | — | +2.17% |