CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 468 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.96% | — | -4.80% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 14.13% | +0.24% | -14.01% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 13.91% | -3.48% | -9.09% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.96% | -0.06% | -2.46% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 5.55% | — | -3.66% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 4.33% | — | +12263.99% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.52% | -0.23% | -0.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.86% | — | -7.74% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.26% | — | +0.47% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.20% | — | +0.75% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.90% | -0.65% | +13.60% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.82% | -0.31% | +11.13% | |
| 13 | EMLP | First Trust North American E | ETF-其他 | 1.39% | — | +5.29% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.30% | — | +0.16% | |
| 15 | RDN | Radian Group INC | 股票-金融 | 1.14% | — | — | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.12% | — | -6.12% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.01% | — | +8.68% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | -0.23% | -3.41% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.77% | — | +11.37% | |
| 20 | BBTUSD | Bb&t CORP | 股票-其他 | 0.70% | — | +0.02% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | — | +19.82% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | — | +6962.38% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | +0.19% | -11.05% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | -0.48% | +0.73% | |
| 25 | MTDR | Matador Resources Co | 股票-能源 | 0.43% | — | — | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.42% | — | -5.21% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.40% | -0.12% | +1.89% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | -0.49% | +32.67% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 0.35% | — | +0.47% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | -0.27% | +0.83% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | — | +0.27% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.06% | -6.01% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | +0.04% | -6.71% | |
| 34 | MTG | Mgic Investment CORP | 股票-金融 | 0.28% | — | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.28% | — | -3.20% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.24% | — | +11.98% | |
| 37 | ✓ | Ishares Tr | 股票-其他 | 0.22% | — | +93.81% | |
| 38 | ✓ | Ishares | 股票-其他 | 0.22% | — | +23.58% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.21% | — | +104.71% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.21% | — | -70.73% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | +0.41% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.18% | — | +0.02% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.17% | — | -10.02% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.17% | — | -40.50% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.17% | — | +1.23% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.16% | — | -9.02% | |
| 47 | RTN1USD | Raytheon Company | 股票-其他 | 0.15% | — | +0.09% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.15% | — | +0.12% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.14% | — | +3.66% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.13% | +1.30% | +1.99% |