CIK: 0001689024
申报总市值
US$2.7亿
仅显示前 200 大持股（共 256 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 | 7.11% | +0.11% | +6.61% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.64% | +0.17% | +4.57% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.85% | +0.19% | -0.79% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 3.42% | +0.13% | +0.69% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 3.37% | -3.03% | — | |
| 6 | UBS | UBS Group AG | 股票-金融 | 3.26% | -0.46% | +1.76% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.17% | +0.14% | +1.94% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.16% | +0.09% | -0.28% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.16% | +0.13% | +1.55% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.16% | +0.12% | -3.30% | |
| 11 | ✓ | Ishares Tr | 股票-其他 | 2.77% | +0.30% | +0.27% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.71% | -0.43% | -10.52% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.62% | +0.27% | +5.32% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.52% | +0.19% | +3.91% | |
| 15 | ✓ | Ishares Tr | 股票-其他 | 2.32% | -0.13% | -3.77% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.21% | — | -3.82% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.16% | +0.08% | -2.29% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.88% | -0.18% | -8.40% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.85% | -0.12% | -3.94% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.48% | +0.04% | +3.07% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | -5.06% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.36% | -0.13% | -0.45% | |
| 23 | ✓ | Ishares | 股票-其他 | 1.35% | +0.46% | -0.15% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.31% | -0.11% | -1.28% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.31% | +0.11% | +1.00% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.27% | -1.01% | -0.97% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.26% | — | -2.99% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.18% | — | -6.11% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.96% | — | — | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.72% | — | — | |
| 31 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.72% | +0.09% | -3.38% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | -0.06% | -10.39% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.69% | — | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.64% | — | -1.65% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.64% | -0.45% | -3.65% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | — | -5.23% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.54% | — | +3.28% | |
| 38 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.52% | -0.52% | EXIT | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.51% | +0.24% | -2.84% | |
| 40 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.51% | — | -3.79% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.49% | — | -3.15% | |
| 42 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.46% | — | -1.68% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.46% | — | — | |
| 44 | ✓ | Wisdomtree | 股票-其他 | 0.42% | -0.42% | EXIT | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | — | -1.34% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.40% | — | -1.21% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.39% | — | -1.07% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.37% | — | -11.07% | |
| 49 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 0.36% | -0.11% | +0.26% | |
| 50 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.35% | — | — |