CIK: 0001602905
申报总市值
US$22.8亿
仅显示前 200 大持股（共 464 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 | 14.81% | — | +1.75% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.36% | -3.48% | -5.28% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.35% | +0.24% | +6.58% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 7.66% | — | +28.58% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.05% | -0.06% | +1.18% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.90% | — | +2.88% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.24% | -0.49% | +0.98% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.18% | — | +2.13% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.36% | -0.31% | +3.23% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.17% | — | +3.54% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.16% | -0.65% | +11.43% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.02% | -0.23% | +5.30% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.42% | -0.77% | -0.80% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.39% | -0.27% | +3.77% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.22% | — | +5.85% | |
| 16 | EMLP | First Trust North American E | ETF-其他 | 1.04% | — | +1.39% | |
| 17 | RDN | Radian Group INC | 股票-金融 | 0.93% | — | — | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.91% | — | -2.86% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.88% | — | +42.98% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | -0.23% | -6.38% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.75% | — | -18.95% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.57% | -0.12% | +6.18% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.54% | — | +12.01% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.54% | — | +0.23% | |
| 25 | BBTUSD | Bb&t CORP | 股票-其他 | 0.52% | — | +1.56% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | +0.19% | -3.16% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | -0.48% | +2.50% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.27% | +4.97% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.42% | — | -67.73% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | — | -66.34% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.39% | — | +12.13% | |
| 32 | NEOG | Neogen CORP | 股票-医疗保健 | 0.37% | — | — | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.34% | — | -3.39% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | +0.72% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.33% | — | — | |
| 36 | ENFR | Alerian Energy Infrastructur | ETF-其他 | 0.30% | — | -0.85% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | -0.21% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | +0.04% | -5.74% | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.25% | +0.45% | NEW | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.25% | — | +23.22% | |
| 41 | MTDR | Matador Resources Co | 股票-能源 | 0.24% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.06% | +14.09% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.23% | — | +16.83% | |
| 44 | MTG | Mgic Investment CORP | 股票-金融 | 0.23% | — | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.23% | +1.30% | -1.30% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.22% | — | -0.36% | |
| 47 | ✓ | Ishares | 股票-其他 | 0.22% | — | +27.21% | |
| 48 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.21% | — | -79.05% | |
| 49 | ✓ | Ishares Tr | 股票-其他 | 0.20% | — | +0.06% | |
| 50 | ✓ | Ishares Tr | 股票-其他 | 0.18% | — | +12.42% |