CIK: 0001648101
申报总市值
US$5.5亿
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 18.25% | -0.13% | +3.60% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.18% | +0.27% | +0.66% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 11.02% | +0.25% | +3.65% | |
| 4 | ✓ | Rydex ETF Trust | ETF-其他 | 10.36% | -0.03% | +5.02% | |
| 5 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 8.85% | -0.20% | +0.71% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.23% | -0.04% | +1.52% | |
| 7 | ELD | Wisdomtree Emrg Mkts Debt | ETF-其他 | 5.12% | — | +2.53% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.89% | — | -1.62% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.09% | — | +0.25% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.67% | — | +3.51% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.56% | — | -0.84% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 2.55% | — | -3.12% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.40% | — | +3.09% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.19% | — | -2.57% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.76% | -0.01% | -3.63% | |
| 16 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.15% | — | +1.31% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.07% | — | -12.53% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | +0.04% | +31.55% | |
| 19 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.77% | — | +0.13% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | — | +36.64% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.52% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | — | -23.27% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.40% | — | -2.92% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.33% | +0.27% | -8.32% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.29% | — | +0.08% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.26% | — | — | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.23% | — | +0.07% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | +0.02% | +0.31% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.21% | -0.06% | +10.24% | |
| 30 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.18% | — | +13.58% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | — | — | |
| 32 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.16% | — | — | |
| 33 | ✓ | Powershares ETF Trust | ETF-其他 | 0.04% | — | — |