CIK: 0001569292
申报总市值
US$8.0亿
仅显示前 200 大持股（共 620 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 17.14% | — | +1.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 16.30% | — | +1.81% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 11.97% | — | +9.24% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 10.01% | — | -1.56% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 7.67% | — | -0.04% | |
| 6 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 7.01% | — | +4.62% | |
| 7 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 5.09% | — | +5.26% | |
| 8 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 4.56% | — | -1.35% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.98% | — | +3.70% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 2.11% | — | +9.92% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.94% | — | +5.20% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | -0.90% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | — | +8.14% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.68% | — | +4.27% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.62% | — | +6.22% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.56% | — | +1.20% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | -26.04% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | — | -1.33% | |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.46% | — | -2.36% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.44% | — | -2.24% | |
| 21 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.37% | — | +14.33% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | — | -1.34% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | — | -6.10% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.29% | — | -0.66% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | — | +1.01% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.20% | — | -7.89% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.17% | — | -10.27% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.17% | — | +5.45% | |
| 29 | EVH | Evolent Health INC - A | 股票-其他 | 0.17% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.15% | — | +153.59% | |
| 31 | DTH | Wisdomtree International Hig | ETF-其他 | 0.13% | — | +73.64% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.11% | — | -9.09% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.11% | — | +1.39% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.10% | — | +36.13% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.10% | — | -0.86% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.09% | — | -4.73% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.09% | — | -5.63% | |
| 39 | ✓ | Calavo Growers INC | 股票-其他 | 0.09% | — | -10.35% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.08% | — | +1.08% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.08% | — | — | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.08% | — | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.07% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.07% | — | -6.45% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.07% | — | — | |
| 46 | MTB | M & T Bank CORP | 股票-金融 | 0.07% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.07% | — | -3.70% | |
| 48 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.06% | — | +1.14% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.06% | — | — | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.06% | — | -35.40% |