CIK: 0001695490
申报总市值
US$22.2亿
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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 12.44% | -0.50% | +5.55% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 11.12% | -1.10% | +4.37% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.08% | +0.33% | +6.42% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.36% | +0.52% | +6.22% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.68% | +0.03% | +4.94% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.29% | +0.13% | +7.01% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.77% | -0.01% | +8.35% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.67% | +0.12% | +11.03% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.54% | -0.18% | +9.38% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.21% | -0.08% | +10.45% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.49% | +0.03% | +3.69% | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.45% | — | -0.80% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.34% | +0.01% | +11.46% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.28% | -0.09% | +1.94% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | +0.04% | +8.40% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.17% | -0.04% | +7.11% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.04% | — | -1.57% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.93% | — | +7.13% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.90% | -0.05% | -0.88% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.79% | — | -0.56% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.78% | — | -2.68% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.74% | — | -2.09% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | +0.03% | +8.74% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | — | +945.00% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.62% | +0.02% | +4.17% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +1.89% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.61% | +0.02% | +5.04% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.59% | +0.03% | +7.30% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.55% | — | +1.51% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.55% | +0.03% | +3.73% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.54% | — | -1.86% | |
| 32 | PGX | Invesco Preferred ETF | ETF-其他 | 0.49% | — | +4.28% | |
| 33 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.45% | — | +8.33% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.45% | -0.03% | -10.91% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.43% | — | +3.73% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.12% | +8.96% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.40% | — | -2.20% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.38% | — | -1.86% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.37% | — | -1.85% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.37% | — | -1.76% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +6.30% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | +3.68% | |
| 43 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.36% | — | +1.25% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.35% | — | +2.52% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.34% | — | +6.05% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.34% | — | -0.67% | |
| 47 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.33% | — | -2.79% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.32% | — | -1.64% | |
| 49 | IMVP | Invesco India Exchange-trade | ETF-其他 | 0.31% | -0.05% | +7.02% | |
| 50 | AGZD | Wisdomtree Trust Wisdomtree | ETF-其他 | 0.31% | — | +10.56% |