CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 508 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 15.53% | +0.24% | +0.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.65% | — | +6.56% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 14.38% | -3.48% | +0.45% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 10.29% | -0.06% | +8.07% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 5.42% | — | +9.19% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.62% | — | +1.15% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.55% | -0.23% | +4.02% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.51% | — | +8.12% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.12% | — | +0.45% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.91% | — | +11.06% | |
| 11 | EMLP | First Trust North American E | ETF-其他 | 1.85% | — | +4.75% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.79% | — | -12.93% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.16% | -0.65% | +5.72% | |
| 14 | RDN | Radian Group INC | 股票-金融 | 0.99% | — | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.90% | -0.23% | -5.70% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.73% | — | +15.43% | |
| 17 | BBTUSD | Bb&t CORP | 股票-其他 | 0.66% | — | +1.00% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | +0.19% | +3.95% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.58% | — | +27.92% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | -0.31% | +27.03% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.46% | +0.07% | +18.53% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.40% | — | -1.54% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | -0.48% | +1.20% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.37% | -0.12% | -1.42% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.37% | — | +28.21% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.37% | — | -0.25% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.36% | — | +22.45% | |
| 28 | IDV | Ishares International Select | ETF-其他 | 0.34% | — | -8.95% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.06% | -5.02% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | +0.04% | -0.69% | |
| 31 | MTDR | Matador Resources Co | 股票-能源 | 0.31% | — | — | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.31% | — | -0.72% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | -0.16% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | -0.27% | +1.37% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.23% | — | +1.20% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | +1.30% | -1.82% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.19% | — | -6.02% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.17% | — | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.17% | — | — | |
| 40 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.17% | — | +8.67% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | — | +8.17% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.15% | — | +5.88% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.14% | — | +19.63% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.14% | — | -2.77% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.13% | — | +9.48% | |
| 46 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.13% | — | +10.60% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | -1.73% | |
| 48 | XLF | Ss Financial Select Sector | ETF-其他 | 0.11% | — | +0.31% | |
| 49 | RTN1USD | Raytheon Company | 股票-其他 | 0.11% | — | -10.14% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.11% | — | -12.14% |