CIK: 0001690370
申报总市值
US$102.3亿
仅显示前 200 大持股（共 1365 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 | 6.40% | +0.54% | +12.20% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.04% | +0.30% | +33.48% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.76% | -0.16% | +80.32% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.27% | — | +43.29% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.12% | -0.41% | +42.15% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 1.85% | +0.12% | +22.53% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.82% | -0.09% | +25.93% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.79% | -0.44% | +10.50% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.74% | — | +106.11% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.54% | — | -24.64% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.36% | +18.53% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.32% | -0.13% | +40.31% | |
| 13 | DFSD | Dimensional Short Duration | ETF-其他 | 1.28% | — | +23.09% | |
| 14 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.20% | — | +22.91% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.11% | — | +14.07% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.04% | +0.06% | +10.96% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.02% | — | +1.30% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.00% | — | +33.48% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.97% | -0.35% | +1.12% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.96% | — | +114.86% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.95% | +0.16% | +49.14% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.90% | +0.10% | +8.47% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.89% | — | +15.45% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.87% | +0.07% | -5.87% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | — | +1964.37% | |
| 26 | DFAI | Dimensional International Co | ETF-其他 | 0.86% | — | +18.40% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.84% | — | +2.75% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.83% | -0.17% | -3.87% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | — | -0.87% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.76% | -0.06% | +39.77% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.75% | — | +60.79% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.70% | — | +526.01% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | — | +6.76% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.68% | — | +0.69% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | +9.74% | |
| 36 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.62% | — | +105.05% | |
| 37 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.60% | — | +49.24% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | — | -2.08% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.55% | — | -0.49% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | -0.09% | -9.43% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.49% | — | +135.57% | |
| 42 | AVDE | Avantis International Equity | ETF-其他 | 0.49% | -0.11% | +0.50% | |
| 43 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 0.48% | — | +143.15% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.48% | — | -0.02% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | -0.15% | -0.75% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | — | +16.97% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.43% | — | +31.90% | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.43% | — | -1.34% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.42% | -0.25% | +26.14% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.42% | -1.36% | +6.39% |