CIK: 0001583104
申报总市值
US$2.3亿
仅显示前 200 大持股（共 529 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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 5.00% | — | +3.20% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.09% | +0.06% | -3.32% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.60% | -0.31% | -8.07% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.56% | -0.05% | -2.31% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.24% | +0.06% | -7.99% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.95% | — | -1.91% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 2.93% | — | — | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.61% | — | +29.29% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.55% | +0.12% | +1.41% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.45% | -0.12% | +14.05% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.43% | -0.20% | +4.31% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 2.42% | +0.15% | +4.98% | |
| 13 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 2.33% | — | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.18% | -0.11% | +2.55% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.04% | +0.01% | -5.74% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.92% | +0.18% | -3.95% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.88% | — | -29.11% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.85% | -0.02% | -5.36% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.79% | — | +3.72% | |
| 20 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.69% | — | -2.36% | |
| 21 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.57% | — | -2.49% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.52% | — | +84.88% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.48% | -0.03% | -2.18% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.27% | +0.04% | +3.04% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.25% | -0.11% | -25.94% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.21% | — | -43.03% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.18% | — | +17.03% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.09% | — | -1.42% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 1.05% | — | +6.60% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | +0.12% | -1.06% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.83% | — | — | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.74% | — | +4.17% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | -73.29% | |
| 34 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.70% | — | -3.10% | |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.69% | — | -3.56% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.62% | — | — | |
| 37 | IGE | Ishares North American Natur | ETF-其他 | 0.62% | — | +1.03% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.61% | — | -0.80% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | -78.56% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | +1.72% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.53% | -0.09% | -37.84% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | +0.12% | -84.24% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.51% | — | +18.27% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.51% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | — | -12.68% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | -0.45% | |
| 47 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.43% | +0.02% | -2.96% | |
| 48 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.40% | — | +15.85% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.39% | — | +4.33% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.38% | — | -2.03% |