CIK: 0001695490
申报总市值
US$22.2亿
仅显示前 200 大持股（共 837 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.57% | -0.50% | +24.08% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.20% | +0.33% | +27.75% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.77% | +0.03% | +35.77% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 7.82% | -1.10% | +32.95% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.33% | +0.52% | +57.23% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 4.63% | — | +38.73% | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 4.10% | — | +28.96% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.84% | -0.08% | +164.72% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.13% | — | +45.73% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.95% | +0.02% | +48.17% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.76% | +0.13% | +60.51% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.10% | — | +22.59% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.09% | +0.03% | +158.63% | |
| 14 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.88% | — | +10.70% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.82% | — | +125.91% | |
| 16 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.69% | — | +35.16% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.64% | +0.03% | +4.69% | |
| 18 | ✓ | 股票-其他 | 1.60% | — | +13.81% | ||
| 19 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.55% | +0.03% | +17.81% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.30% | — | +53.13% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.85% | — | +72.87% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | +257.85% | |
| 23 | ✓ | Rydex ETF Trust | ETF-其他 | 0.69% | — | +58.92% | |
| 24 | PCYUSD | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.68% | — | +55.92% | |
| 25 | ✓ | Rydex ETF Trust | ETF-其他 | 0.63% | — | -5.03% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.50% | — | +140.39% | |
| 27 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.46% | — | +171.38% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.45% | — | +54.06% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.43% | +0.02% | +16.50% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.41% | — | +69.66% | |
| 31 | ✓ | Rydex ETF Trust | ETF-其他 | 0.41% | — | +32.91% | |
| 32 | ✓ | Powershares | 股票-其他 | 0.27% | — | -22.13% | |
| 33 | CELG | Celgene CORP | 股票-其他 | 0.27% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | — | — | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.21% | — | — | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.21% | — | — | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.20% | +0.02% | +43.03% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | -0.04% | — | |
| 39 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.18% | — | +83.00% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.17% | — | +6.71% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.16% | — | -0.33% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.16% | — | — | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | -0.12% | — | |
| 44 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.14% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.14% | — | -25.80% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.12% | — | — | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.12% | — | — | |
| 48 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | — | +9.09% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.11% | +0.16% | +4.32% | |
| 50 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 0.11% | — | -29.31% |