CIK: 0001659047
申报总市值
US$31.1亿
仅显示前 200 大持股（共 920 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.83% | +0.03% | +7.66% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.23% | -0.03% | +7.87% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.00% | -0.06% | +11.13% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.82% | -0.03% | +2.15% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.42% | +0.15% | +105.84% | |
| 6 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.22% | +0.02% | +4.49% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.16% | -0.04% | -5.04% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.11% | -0.01% | +3.47% | |
| 9 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 2.10% | -0.29% | +7.65% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.95% | -0.01% | +3.05% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.88% | -0.04% | +2.93% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.84% | — | -1.00% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | +0.04% | -23.89% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.34% | -0.01% | +5.75% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | +0.04% | +12.48% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.26% | +14.50% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.23% | — | +3.43% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.17% | +0.01% | +3.52% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.14% | — | +6.85% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.08% | +0.08% | +4.75% | |
| 21 | DFIC | Dimensional International Co | ETF-其他 | 1.06% | — | +1.20% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.02% | — | -15.46% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.00% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | — | +24.00% | |
| 25 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-其他 | 0.95% | — | +8.06% | |
| 26 | AVDE | Avantis International Equity | ETF-其他 | 0.95% | — | -11.12% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | — | -1.01% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.86% | +0.03% | +6.17% | |
| 29 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.86% | — | +6.21% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.85% | +0.03% | +109.38% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.77% | — | +3.98% | |
| 32 | PPTA | Perpetua Resources CORP | 股票-其他 | 0.75% | -0.11% | -10.80% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | +9.63% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.68% | — | +1.97% | |
| 35 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.68% | — | +7.16% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | — | +5.31% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | — | +13.19% | |
| 38 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 0.57% | — | +2.75% | |
| 39 | BRIE | Mfs Br Intl Equity ETF | ETF-其他 | 0.52% | +0.03% | — | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | +1.74% | |
| 41 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.50% | — | -2.60% | |
| 42 | MU | Micron Technology INC | 股票-科技 | 0.48% | +0.16% | +34.85% | |
| 43 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-其他 | 0.47% | — | +4.49% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.47% | -0.10% | -1.47% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | -1.42% | |
| 46 | DISV | Dimensional International Sm | ETF-其他 | 0.45% | — | -0.36% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.44% | +0.25% | +5.50% | |
| 48 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.44% | — | +385.34% | |
| 49 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.43% | — | +5.44% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.41% | — | +2.55% |