CIK: 0001695490
申报总市值
US$22.2亿
仅显示前 200 大持股（共 277 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 | 11.73% | -0.50% | +3.84% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 10.87% | +0.33% | +4.27% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.04% | -1.10% | +3.59% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.51% | +0.52% | +4.48% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.14% | +0.03% | -0.14% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.38% | +0.13% | +2.09% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.72% | -0.01% | +5.94% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.49% | +0.12% | +8.10% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.43% | -0.18% | +7.02% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.99% | -0.08% | +12.55% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.73% | +0.03% | +72.00% | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.60% | — | -1.72% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | -0.09% | +2.62% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.30% | — | -1.37% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.27% | +0.01% | +6.88% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.19% | +0.04% | +2.76% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.10% | -0.04% | +7.94% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.06% | -0.05% | +3.40% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | — | +7.50% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.91% | — | +3.07% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.85% | — | -2.58% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.82% | — | -3.52% | |
| 23 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.69% | +0.02% | -1.10% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.03% | +3.96% | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.67% | — | -1.72% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.66% | +0.02% | -39.54% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | -2.84% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.61% | +0.03% | +5.95% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.58% | — | -3.01% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.58% | +0.03% | +7.10% | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.57% | -0.03% | — | |
| 32 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.54% | — | +29.96% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.53% | — | -0.97% | |
| 34 | PGX | Invesco Preferred ETF | ETF-其他 | 0.51% | — | -1.34% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.47% | — | +13.20% | |
| 36 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.47% | — | -1.14% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.46% | — | +3.95% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.46% | — | -5.53% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.45% | — | +0.08% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.12% | +0.07% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | — | +3.35% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | — | +1.18% | |
| 43 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.40% | — | +8.82% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.40% | — | -0.80% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | — | -1.93% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.37% | — | +21.20% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.36% | — | -0.80% | |
| 48 | ISCF | Ishares International Small | ETF-其他 | 0.33% | — | +4.11% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.30% | +0.02% | -2.13% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | -0.05% | -4.24% |