CIK: 0001737109
申报总市值
US$125.4亿
仅显示前 200 大持股（共 250 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.24% | — | +481.63% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.01% | — | +1.75% | |
| 3 | CDC | Victoryshares US Eq Income E | ETF-其他 | 3.55% | — | +5.04% | |
| 4 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 3.27% | — | +5.71% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.21% | — | -4.06% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.94% | — | +9.19% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.79% | -0.18% | +2152.39% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.73% | -0.06% | -6.62% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.71% | — | +3.96% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.39% | — | +2613.00% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.33% | — | -4.34% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.12% | — | +468.00% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.70% | — | +6.21% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.56% | — | +105.15% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | -0.32% | -13.01% | |
| 16 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 1.26% | — | +80.56% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 1.23% | — | +14.02% | |
| 18 | ✓ | Barclays Bank PLC | 股票-其他 | 1.22% | — | +9.68% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.21% | — | -0.65% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.17% | +0.23% | +7.75% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.16% | +0.08% | +3.25% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.07% | — | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.03% | — | +483.25% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.01% | — | -3.71% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.98% | — | -4.93% | |
| 26 | JHY | Nuveen H-i 2020 Tgt Trm Fd | 股票-其他 | 0.96% | — | +169.27% | |
| 27 | JMT | Nuveen Mrtg Opprt Trm 2 | 股票-其他 | 0.92% | — | +160.45% | |
| 28 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.91% | — | +26.26% | |
| 29 | JHD | Nuveen H-i Dec 19 Tgt Trm Fd | 股票-其他 | 0.88% | — | +175.60% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.88% | — | +10.59% | |
| 31 | ✓ | J P Morgan Exchange Traded F | 股票-其他 | 0.84% | — | +120.57% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.76% | — | +6.03% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.73% | — | -82.01% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | — | -0.86% | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.69% | — | -3.59% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | +0.09% | +13.80% | |
| 37 | MLPXUSD | Global X Mlp & Energy Infras | ETF-其他 | 0.67% | — | -1.73% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | +237.46% | |
| 39 | ✓ | 股票-其他 | 0.60% | — | +2.07% | ||
| 40 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.58% | — | +11.12% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | +3.34% | |
| 42 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.56% | — | -7.99% | |
| 43 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.52% | — | +40.59% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +6.07% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.19% | -3.37% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.51% | — | +30.69% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | +13.69% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +12.23% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | +0.10% | -34.15% | |
| 50 | GRIN | VictoryShares International Fre | 股票-其他 | 0.47% | — | — |