CIK: 0001484721
申报总市值
US$3.3亿
仅显示前 200 大持股（共 318 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.74% | -1.84% | +0.54% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.85% | -3.31% | +61.50% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 6.83% | -0.27% | +87.93% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.50% | +0.58% | +0.05% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.23% | -1.16% | +0.24% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.03% | -0.12% | +4.22% | |
| 7 | ✓ | Powershares ETF Trust | ETF-其他 | 4.43% | — | +2.34% | |
| 8 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.88% | -0.04% | +0.76% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.15% | +0.59% | +1.87% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 3.07% | +0.01% | -0.95% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.57% | +0.01% | +1.85% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 2.42% | +0.13% | -19.25% | |
| 13 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 股票-其他 | 2.42% | -0.68% | +3.55% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.38% | -0.37% | -17.00% | |
| 15 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.32% | — | +1.91% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.03% | +0.32% | -4.61% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.95% | — | +1.80% | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.94% | +0.01% | +3.45% | |
| 19 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 1.73% | -0.15% | +1.28% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.56% | +0.12% | -10.47% | |
| 21 | ✓ | Powershares Act Mang Comm Fd | 股票-其他 | 1.49% | — | — | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.45% | -0.05% | -1.53% | |
| 23 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.43% | -0.06% | +13.50% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.27% | — | +0.02% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.97% | +0.02% | +0.09% | |
| 26 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.91% | -0.11% | -75.27% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.81% | -1.38% | +15182.19% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.81% | — | -22.72% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.66% | +0.07% | -8.83% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.66% | +3.27% | -5.75% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.62% | -0.10% | -24.41% | |
| 32 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.62% | -0.02% | +26820.18% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.61% | +0.05% | +944.30% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | +0.07% | -11.51% | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.53% | — | -19.02% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | +4.94% | -12.64% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.40% | — | +2.70% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | -11.85% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.36% | — | -19.91% | |
| 40 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.34% | — | +11.15% | |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.30% | -0.67% | -91.46% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.28% | -0.24% | -16.91% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.27% | +0.05% | -22.65% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.27% | — | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.20% | — | +5.09% | |
| 46 | AXP | American Express Company | 股票-金融 | 0.19% | — | — | |
| 47 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.19% | -0.14% | +36.76% | |
| 48 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 0.19% | — | +26.27% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.19% | -0.14% | -2.60% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.17% | — | — |