CIK: 0001695490
申报总市值
US$22.2亿
仅显示前 200 大持股（共 342 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 | 12.54% | -0.50% | -11.20% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.81% | +0.33% | -11.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.36% | -1.10% | -12.27% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.95% | +0.52% | -7.50% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.80% | +0.03% | -4.13% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.05% | +0.13% | -2.56% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.93% | +0.12% | -0.53% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.85% | -0.01% | -0.23% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.74% | -0.18% | -1.91% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.87% | -0.08% | -9.96% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.52% | +0.03% | -0.20% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.46% | +0.01% | -0.84% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | -0.09% | -8.69% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.26% | -0.04% | +0.02% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.15% | +0.06% | +36.21% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.03% | — | -8.48% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.95% | — | -8.49% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.87% | +0.04% | -7.89% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.85% | -0.05% | -18.64% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.78% | — | +1.35% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.74% | — | -6.24% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | — | -22.86% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | +0.03% | -7.21% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | — | +2.87% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.62% | +0.07% | +19.93% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.55% | +0.03% | -1.37% | |
| 27 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.54% | +0.02% | -2.06% | |
| 28 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-其他 | 0.51% | +0.15% | +64.90% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.51% | +0.03% | -2.51% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.51% | — | -4.85% | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.47% | -0.03% | -0.60% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.41% | +0.02% | -13.59% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.40% | — | -38.70% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.12% | -4.83% | |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.37% | — | -8.46% | |
| 36 | PGX | Invesco Preferred ETF | ETF-其他 | 0.34% | — | -16.17% | |
| 37 | IMVP | Invesco India Exchange-trade | ETF-其他 | 0.32% | -0.05% | -1.87% | |
| 38 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.32% | — | -1.57% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.32% | — | -15.48% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | -0.04% | -0.86% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | — | -61.01% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.31% | — | -23.90% | |
| 43 | ISCF | Ishares International Small | ETF-其他 | 0.30% | — | -10.51% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.29% | — | +0.13% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | +0.03% | -60.67% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.29% | — | -30.68% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.28% | — | -34.50% | |
| 48 | AGZD | Wisdomtree Trust Wisdomtree | ETF-其他 | 0.28% | — | -0.10% | |
| 49 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.28% | — | -41.09% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.27% | — | -3.28% |