CIK: 0001695490
申报总市值
US$22.2亿
仅显示前 200 大持股（共 353 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 | 13.08% | -0.50% | +210.47% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.77% | +0.33% | +212.33% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 11.59% | -1.10% | +312.27% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.08% | +0.52% | +113.83% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.43% | +0.03% | +94.40% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.64% | +0.13% | +3.05% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.62% | +0.12% | +3.80% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.56% | -0.18% | +3.17% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.55% | -0.01% | +1.53% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.77% | -0.08% | -6.66% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.38% | +0.01% | +4.67% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.09% | +2.08% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.29% | +0.03% | +15.32% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.24% | -0.04% | +5.96% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.11% | — | +4.10% | |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.00% | — | -5.52% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | -0.05% | +4.29% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.82% | +0.04% | -9.19% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | +8.03% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.76% | — | -4.37% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.75% | +0.03% | +24.95% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | +1.19% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.73% | +0.06% | +166.64% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.73% | — | -7.02% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | +0.03% | +2.99% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | — | +1.81% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.58% | — | -6.02% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.48% | +0.02% | +2.16% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.48% | +0.03% | +111.72% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.47% | — | +13.77% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.47% | +0.03% | +1.00% | |
| 32 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.44% | — | -7.50% | |
| 33 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.42% | — | +7.18% | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.42% | +0.07% | — | |
| 35 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.42% | -0.03% | -1.50% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.12% | +9.99% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.41% | +0.07% | +6.85% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.40% | +0.02% | +102.50% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.38% | — | +1.31% | |
| 40 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.38% | — | +84.37% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.38% | — | +3.14% | |
| 42 | PGX | Invesco Preferred ETF | ETF-其他 | 0.37% | — | -4.03% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.36% | — | -3.20% | |
| 44 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.34% | — | -1.98% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | +10.59% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.33% | — | -1.00% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.33% | -0.04% | +7.45% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | — | +14.87% | |
| 49 | IMVP | Invesco India Exchange-trade | ETF-其他 | 0.30% | -0.05% | +23.75% | |
| 50 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.30% | — | -2.49% |