CIK: 0001689024
申报总市值
US$2.7亿
仅显示前 200 大持股（共 238 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.04% | +0.11% | +0.57% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.93% | +0.17% | +0.86% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.13% | +0.19% | +2.56% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.27% | -0.43% | +5.99% | |
| 5 | UBS | UBS Group AG | 股票-金融 | 4.13% | -0.46% | +3.94% | |
| 6 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.89% | — | +1.62% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.71% | +0.12% | +4.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.43% | -0.18% | +4.18% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 3.33% | +0.13% | +6.97% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.26% | +0.09% | +3.20% | |
| 11 | ✓ | Ishares Tr | 股票-其他 | 2.76% | -0.13% | +2.89% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.58% | — | -2.30% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.44% | -0.12% | -16.41% | |
| 14 | ✓ | Ishares Tr | 股票-其他 | 2.44% | +0.30% | +8.91% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.36% | +0.08% | +6.84% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.20% | +0.13% | +4.16% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.09% | +0.14% | -0.28% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.89% | +0.27% | +2.04% | |
| 19 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.89% | — | -0.95% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.77% | -0.11% | -28.06% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.77% | -1.01% | +2.05% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.63% | +0.19% | +3.41% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.56% | -0.13% | -10.91% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.42% | — | -12.37% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.37% | — | -22.45% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.37% | +0.04% | +0.06% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.21% | +0.11% | +1.86% | |
| 28 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.20% | — | -0.21% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | -0.06% | -8.05% | |
| 30 | ✓ | Ishares | 股票-其他 | 0.98% | +0.46% | +3.16% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.96% | — | -12.30% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.96% | — | -6.80% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.93% | — | -21.05% | |
| 34 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.85% | -0.52% | EXIT | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.73% | — | +0.63% | |
| 36 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.72% | +0.09% | +3.32% | |
| 37 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.71% | — | +21.88% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | — | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.56% | — | +2.38% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | -6.44% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.53% | — | -16.18% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.53% | — | -5.41% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.51% | -0.45% | -1.38% | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.49% | — | +6.63% | |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.47% | +0.24% | +3.95% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.46% | — | -13.13% | |
| 47 | BEN | Franklin Resources INC | 股票-金融 | 0.44% | -0.26% | — | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.44% | — | -0.01% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | +7.59% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.32% | — | -20.21% |