CIK: 0001568068
申报总市值
US$20.1亿
仅显示前 200 大持股（共 538 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.38% | +0.03% | -1.52% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.98% | +0.12% | -3.90% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.55% | -0.23% | -2.70% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.99% | -0.23% | +11.05% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.96% | +0.08% | -5.30% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.22% | — | -1.49% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-其他 | 2.97% | — | +0.92% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.69% | — | -1.16% | |
| 9 | EMLP | First Trust North American E | ETF-其他 | 2.44% | — | +4.12% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.27% | — | +1.58% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.23% | — | -8.93% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.87% | -0.02% | -1.05% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.85% | — | -4.09% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.81% | — | +1.28% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.58% | — | -3.68% | |
| 16 | DWM | Wisdomtree International Equ | ETF-其他 | 1.47% | — | -2.29% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.37% | — | -10.48% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.36% | — | -6.22% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.32% | — | -11.02% | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 1.29% | — | -0.65% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.19% | — | +1.79% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.12% | — | -31.17% | |
| 23 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.05% | — | +1.52% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.05% | — | +1.45% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.10% | -1.70% | |
| 26 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.83% | — | -7.18% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.75% | — | -23.06% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | — | -5.28% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.70% | — | +2.47% | |
| 30 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.66% | — | +1.83% | |
| 31 | ✓ | Bny Mellon Mncpl Bnd Inf | 股票-其他 | 0.65% | — | +1.69% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | — | -22.48% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.62% | — | +0.11% | |
| 34 | IQI | Invesco Quality Muni INC Tr | 股票-其他 | 0.62% | — | +1.90% | |
| 35 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.61% | — | -5.00% | |
| 36 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.61% | — | +1.79% | |
| 37 | VKQ | Invesco Municipal Trust | 股票-其他 | 0.60% | — | +1.92% | |
| 38 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.60% | — | +1.72% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.59% | — | -0.02% | |
| 40 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.52% | — | -2.39% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | — | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | +3.32% | |
| 43 | VMO | Invesco Municipal Opport | 股票-其他 | 0.46% | — | +2.03% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | — | +8.96% | |
| 45 | BLK | BlackRock, Inc. | 股票-金融 | 0.44% | — | +2.12% | |
| 46 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.44% | — | -6.79% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | +0.02% | -1.39% | |
| 48 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-其他 | 0.42% | — | -7.63% | |
| 49 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.42% | — | -4.25% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | -7.90% |