CIK: 0001690370
申报总市值
US$102.3亿
仅显示前 200 大持股（共 989 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 6.56% | +0.54% | +57.44% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.27% | +0.30% | +32.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.03% | — | -24.46% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.12% | -0.44% | -2.88% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.11% | +0.12% | +12.68% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.89% | +0.07% | +57.79% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.88% | — | -3.07% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.87% | -0.09% | +1.03% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.71% | -0.35% | -11.09% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.59% | -0.17% | -3.84% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.35% | — | -1.23% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.35% | — | +5.38% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.36% | +6.79% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.19% | -0.08% | -3.84% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.07% | — | — | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.07% | — | +14.01% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | — | +19.07% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.05% | — | +0.07% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.04% | — | -45.71% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.02% | +0.10% | +109.96% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.01% | -0.16% | -6.24% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.93% | +0.06% | +4.29% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.92% | -0.09% | -6.58% | |
| 24 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.90% | — | -8.20% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.90% | — | -7.73% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.87% | +0.16% | -0.26% | |
| 27 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.84% | — | -3.21% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | — | +5.85% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.82% | — | -27.25% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | +25.29% | |
| 31 | AVDE | Avantis International Equity | ETF-其他 | 0.81% | -0.11% | +2.25% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.75% | — | -35.98% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.71% | -0.06% | +71.63% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.70% | — | -2.94% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | — | +5.53% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.69% | — | +242.72% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.67% | — | -0.25% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +0.93% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.60% | -0.13% | -37.14% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.56% | — | -5.24% | |
| 41 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.56% | -0.07% | +8.79% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.55% | -0.25% | +2.68% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | — | +4.34% | |
| 44 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.54% | — | +0.12% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.52% | — | +18.21% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.51% | -0.08% | -14.66% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.49% | — | -3.03% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.48% | — | +10.51% | |
| 49 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.48% | — | -10.54% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | -13.31% |