CIK: 0001690370
申报总市值
US$102.3亿
仅显示前 200 大持股（共 821 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.75% | — | -2.68% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.25% | -0.35% | -26.05% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.24% | +0.54% | +226.98% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.75% | -0.44% | +414.53% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.42% | — | -8.59% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.32% | -0.17% | -23.97% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.29% | — | +62.29% | |
| 8 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.99% | -0.08% | -25.39% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.85% | +0.30% | +302.05% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.76% | -0.09% | +6.13% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.74% | — | -22.85% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.69% | — | -8.66% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.67% | -0.09% | -21.35% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.56% | +0.07% | +566.90% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.31% | -0.16% | -19.12% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.22% | — | +141.00% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.18% | — | +418.15% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.16% | +0.06% | +137.69% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | -1.02% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.36% | +32.93% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.02% | — | +128.22% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 0.94% | +0.12% | +554.83% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.94% | — | +317.37% | |
| 24 | AVDE | Avantis International Equity | ETF-其他 | 0.89% | -0.11% | -57.83% | |
| 25 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.88% | — | -47.30% | |
| 26 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.87% | — | -24.55% | |
| 27 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.83% | -0.08% | +85.08% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | — | +29.01% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | +18.32% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.69% | — | -7.94% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.66% | — | +792.67% | |
| 32 | TAXF | American Century Diver Muni | ETF-其他 | 0.65% | — | -37.92% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | — | +196.80% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.60% | +0.16% | +282.45% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | +0.10% | +416.78% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.60% | — | +2221.95% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.59% | — | +79.00% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | — | +9.82% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.55% | -0.13% | +211.78% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | — | -4.89% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | +30.56% | |
| 42 | EELV | Invesco S&p Emerging Markets | ETF-新兴市场 | 0.52% | — | +290.87% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.50% | -0.15% | +87.27% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.50% | +0.97% | +33.65% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | — | +94.43% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.48% | — | -22.05% | |
| 47 | VMI | Valmont Industries | 股票-工业 | 0.45% | — | -1.15% | |
| 48 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.44% | — | -29.32% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +14.37% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +63.23% |