CIK: 0001484721
申报总市值
US$3.3亿
仅显示前 200 大持股（共 339 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 8.92% | +0.58% | -0.27% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.26% | -1.84% | -21.02% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 7.20% | +0.01% | -0.53% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.50% | — | -1.21% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.72% | +0.59% | +1.68% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.80% | -0.04% | -0.36% | |
| 7 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.34% | -0.11% | -0.23% | |
| 8 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 3.32% | — | +1.49% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.71% | — | +2.91% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.66% | -0.37% | +5.41% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.54% | — | -7.46% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.52% | — | +2403.28% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.49% | +0.15% | -1.64% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.48% | -3.31% | +6.74% | |
| 15 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 2.44% | — | +3.48% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.10% | +0.12% | -0.81% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 2.08% | — | -0.78% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.06% | +0.32% | +9.62% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.02% | — | -8.24% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.98% | -0.05% | +0.51% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 1.88% | -0.15% | +2.89% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.68% | -0.10% | -9.23% | |
| 23 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.62% | -0.06% | -10.26% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.54% | +0.01% | -2.77% | |
| 25 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.53% | — | +0.73% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.25% | — | -0.42% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.23% | -0.06% | -2.57% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.19% | +0.02% | +38.92% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.13% | — | +853.84% | |
| 30 | USCI | United States Commodity Inde | ETF-避险与商品 | 0.84% | — | +29.25% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.80% | — | +3.03% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.79% | +0.01% | +3.09% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | -1.16% | -0.61% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.54% | +0.07% | +16.53% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.50% | +3.27% | +0.09% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | +4.94% | +30.79% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.44% | -0.27% | -58.36% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.38% | — | +0.47% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | — | +4.04% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.34% | +0.07% | +213.19% | |
| 41 | AXP | American Express Company | 股票-金融 | 0.31% | — | -0.25% | |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.28% | — | — | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.28% | -0.24% | -2.51% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.28% | — | +13.48% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.24% | — | — | |
| 46 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.23% | — | +3.66% | |
| 47 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.21% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.19% | — | — | |
| 49 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 0.18% | — | +85.42% | |
| 50 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.17% | — | +8.41% |