CIK: 0001695908
申报总市值
US$3.7亿
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 29.75% | — | +2.40% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 23.09% | — | +1.54% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 21.00% | — | +3.60% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-其他 | 17.03% | — | -0.41% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.01% | — | +4.71% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.64% | — | +10.91% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.60% | — | +5.64% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.53% | — | +16.37% | |
| 9 | ✓ | Powershares | 股票-其他 | 0.53% | — | -14.87% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -21.48% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | — | -0.44% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.41% | — | +1.00% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -1.85% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 0.38% | — | — | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.36% | — | +8.40% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | — | +0.52% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.34% | — | -1.12% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.32% | — | +10.33% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.32% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | — | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.30% | — | +7.20% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.25% | — | — | |
| 24 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.25% | — | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.24% | — | +19.05% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | — | — |