CIK: 0001690370
申报总市值
US$102.3亿
仅显示前 200 大持股（共 967 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 | 4.17% | — | +28.33% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.86% | +0.54% | +37.75% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.48% | +0.30% | +61.22% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.44% | -0.35% | -9.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.40% | -0.44% | +0.67% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.12% | — | +0.29% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 2.02% | +0.12% | +159.70% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.96% | -0.17% | -8.09% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.09% | +7.77% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.78% | — | +65.06% | |
| 11 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.54% | -0.08% | -8.03% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.44% | — | — | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.37% | — | +60.73% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.36% | — | -24.40% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.28% | +0.07% | -3.65% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.23% | -0.09% | -8.62% | |
| 17 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.22% | — | -14.18% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.21% | — | +2616.02% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.36% | +15.62% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.18% | — | -15.98% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.17% | -0.16% | -5.41% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.10% | — | +32.39% | |
| 23 | AVDE | Avantis International Equity | ETF-其他 | 1.00% | -0.11% | +28.38% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | — | +5.62% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.94% | +0.06% | -2.08% | |
| 26 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.86% | — | +336.61% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.85% | -0.13% | +52.94% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.84% | +0.16% | +67.85% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.79% | — | +199.04% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | — | +131.65% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.72% | — | — | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.72% | +0.97% | +73.82% | |
| 33 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.71% | -0.08% | +0.26% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | +3.86% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | — | +22.62% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | — | +13.98% | |
| 37 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.66% | — | -7.87% | |
| 38 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.66% | — | -7.20% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | -8.56% | |
| 40 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.61% | — | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.58% | — | +1.37% | |
| 42 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.56% | -0.07% | +70.93% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.55% | -0.25% | +114.38% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +8.48% | |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.55% | -0.06% | +50.32% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | — | +9.68% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | — | +20.13% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.51% | — | -4.38% | |
| 49 | TAXF | American Century Diver Muni | ETF-其他 | 0.50% | — | -7.30% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | -44.62% |