CIK: 0001689024
申报总市值
US$2.7亿
仅显示前 200 大持股（共 257 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 | 6.73% | +0.11% | +8.42% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.28% | +0.17% | +14.83% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.80% | +0.19% | +0.33% | |
| 4 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.61% | — | +0.73% | |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 3.41% | +0.13% | +5.25% | |
| 6 | UBS | UBS Group AG | 股票-金融 | 3.28% | -0.46% | +5.90% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.14% | +0.12% | +16.23% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.13% | +0.09% | +4.64% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.03% | +0.14% | +11.98% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.00% | +0.13% | +8.88% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.97% | -0.43% | -14.22% | |
| 12 | ✓ | Ishares Tr | 股票-其他 | 2.76% | +0.30% | +4.97% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.43% | +0.27% | +12.10% | |
| 14 | ✓ | Ishares Tr | 股票-其他 | 2.43% | -0.13% | +11.09% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.42% | +0.19% | +15.26% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.18% | — | +20.10% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.17% | +0.08% | +17.39% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.00% | -0.18% | -18.94% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.86% | -0.12% | -4.99% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.46% | +0.04% | +7.73% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | — | +16.85% | |
| 22 | ✓ | Ishares | 股票-其他 | 1.35% | +0.46% | +13.21% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.34% | -0.13% | -2.76% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.34% | -0.11% | -0.14% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.30% | +0.11% | +10.04% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.28% | -1.01% | +2.39% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.25% | — | -0.56% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.23% | — | -1.81% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.94% | — | -0.85% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | -0.06% | -4.47% | |
| 31 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.75% | +0.09% | -5.59% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.73% | — | -0.11% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.68% | — | -4.43% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.66% | -0.45% | -0.59% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.64% | — | -5.78% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | — | -0.77% | |
| 37 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.59% | -0.52% | EXIT | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.53% | +0.24% | -0.68% | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.52% | — | — | |
| 40 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.52% | — | +1.88% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.50% | — | -0.02% | |
| 42 | ✓ | Wisdomtree | 股票-其他 | 0.47% | -0.42% | EXIT | |
| 43 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.47% | — | +0.96% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | +9.81% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | — | +1.18% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.40% | — | -1.63% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.40% | — | -1.49% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.39% | — | -1.56% | |
| 49 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.37% | — | -12.77% | |
| 50 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 0.36% | -0.11% | -4.04% |