CIK: 0001694948
申报总市值
US$1.4亿
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 13.76% | -1.69% | — | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 11.88% | -1.43% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.74% | -0.91% | — | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 6.68% | -0.70% | — | |
| 5 | ✓ | Invesco Intl Developed Low Vol | 股票-其他 | 6.57% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.43% | -0.86% | — | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 4.72% | -0.50% | — | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.62% | +7.68% | — | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.97% | -0.88% | — | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.42% | -0.39% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.23% | -0.60% | — | |
| 12 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 3.10% | — | — | |
| 13 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 2.95% | — | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.86% | -0.40% | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.69% | -0.19% | — | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.67% | — | — | |
| 17 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 1.66% | -1.14% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.63% | -0.12% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.45% | -0.24% | — | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.25% | -0.36% | — | |
| 21 | BWX | State Street Spdr Bloomberg | ETF-其他 | 1.21% | +7.03% | — | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.78% | -0.28% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | -0.09% | — | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.64% | +1.59% | — | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.54% | — | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.53% | -0.18% | — | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.49% | -0.29% | — | |
| 28 | ✓ | Indexiq ETF Tr | ETF-大型股与成长 | 0.46% | — | — | |
| 29 | GOLD | Gold.com, Inc. | 股票-其他 | 0.44% | -0.49% | EXIT | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | — | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | -0.12% | — | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.37% | — | — | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | — | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | — | — | |
| 35 | 90002USD | Guggenheim Bulletshares 2018 | ETF-其他 | 0.31% | — | — | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.30% | -0.17% | EXIT | |
| 37 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.24% | +0.22% | NEW | |
| 38 | IGOV | Ishares International Treasu | ETF-其他 | 0.23% | — | — |