CIK: 0001695490
申报总市值
US$22.2亿
仅显示前 200 大持股（共 735 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 | 11.81% | -0.50% | +5.40% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.62% | +0.33% | +6.45% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.29% | -1.10% | +4.30% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.03% | +0.03% | +3.90% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.20% | +0.52% | +8.23% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 4.83% | — | +9.07% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.31% | -0.01% | +8.26% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.54% | -0.08% | +10.16% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.28% | — | +7.73% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.72% | +0.13% | +9.10% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.68% | +0.02% | +2.48% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.01% | — | +3.47% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.91% | +0.03% | +4.90% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.83% | — | +11.64% | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.77% | — | +6.37% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.76% | — | +43.75% | |
| 17 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.56% | — | +3.03% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.44% | +0.03% | +2.80% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.44% | — | +11.00% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.36% | +0.03% | -2.44% | |
| 21 | PGX | Invesco Preferred ETF | ETF-其他 | 1.36% | — | +1.81% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.01% | — | +10.05% | |
| 23 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.85% | — | +12.73% | |
| 24 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.58% | — | -2.94% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.56% | — | +17.46% | |
| 26 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.49% | — | -2.31% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | — | +76.58% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.48% | — | +61.20% | |
| 29 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.48% | — | +15.10% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.46% | — | -3.58% | |
| 31 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | — | +7.71% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.42% | — | +13.17% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.39% | +0.02% | +1.71% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | +0.16% | +161.74% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.26% | — | +0.72% | |
| 36 | CELG | Celgene CORP | 股票-其他 | 0.22% | — | -0.18% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | -0.04% | -7.14% | |
| 38 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.20% | — | +211.86% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.20% | +0.02% | +0.06% | |
| 40 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.19% | — | +6.04% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.15% | — | +92.01% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.14% | — | +69.72% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.13% | — | +0.65% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.13% | — | +0.86% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.12% | — | +35.11% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.12% | -0.12% | -1.39% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.12% | — | +17.86% | |
| 48 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.11% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.11% | — | +8.79% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.11% | — | +1.36% |