CIK: 0001689024
申报总市值
US$2.7亿
仅显示前 200 大持股（共 270 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 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 13.83% | -0.52% | EXIT | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.26% | +0.17% | +6.01% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.80% | +0.11% | +5.25% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.61% | +0.19% | +3.42% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.74% | +0.12% | -1.78% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 5.13% | +0.14% | +11.27% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.01% | +0.27% | +10.51% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 5.01% | -0.43% | -0.38% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.65% | — | -0.34% | |
| 10 | UBS | UBS Group AG | 股票-金融 | 4.42% | -0.46% | +2.56% | |
| 11 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.82% | — | +4.96% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.49% | +0.09% | +5.06% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.38% | -0.18% | -6.39% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.32% | -1.01% | +1.41% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.15% | — | -2.83% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.77% | — | -0.70% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.25% | — | -0.27% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.06% | — | -5.78% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.37% | +0.04% | +0.47% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.33% | +0.11% | +7.01% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.61% | -0.45% | -1.49% | |
| 22 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.57% | — | -2.17% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.56% | — | -7.67% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | — | — | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | — | -1.39% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.46% | — | — | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.40% | +0.02% | +0.78% | |
| 28 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.39% | — | +0.19% | |
| 29 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.37% | — | -0.11% | |
| 30 | BEN | Franklin Resources INC | 股票-金融 | 0.27% | -0.26% | — | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.24% | — | -5.54% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.21% | — | -1.70% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.17% | — | -0.49% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.13% | +0.02% | +0.23% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.13% | — | — | |
| 36 | NTRS | Northern Trust CORP | 股票-金融 | 0.12% | — | +0.40% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.12% | — | — | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.12% | -0.08% | EXIT | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.12% | — | -1.44% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.11% | — | +185.19% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.11% | +0.10% | NEW | |
| 42 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.10% | — | +41.42% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.09% | — | — | |
| 44 | KMI | Kinder Morgan INC | 股票-能源 | 0.07% | — | -3.91% | |
| 45 | VTWV | Vanguard Russell 2000 Value | ETF-中小型股 | 0.07% | — | -4.50% | |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.06% | — | — | |
| 47 | XEL | Xcel Energy INC | 股票-公用事业 | 0.06% | — | +0.24% | |
| 48 | CNP | Centerpoint Energy INC | 股票-公用事业 | 0.06% | — | — | |
| 49 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.05% | — | — | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.05% | — | +190.48% |