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 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.33% | +0.25% | -0.03% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.90% | -0.13% | +6.30% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.57% | +0.27% | +4.01% | |
| 4 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 6.56% | +0.15% | +3.01% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.36% | +0.27% | +2.48% | |
| 6 | ✓ | Rydex ETF Trust | ETF-其他 | 4.66% | -0.03% | -2.77% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.36% | +0.24% | +2.66% | |
| 8 | ROAM | Hartford Multifact Emrg Mrkt | ETF-其他 | 3.96% | -0.04% | +4.17% | |
| 9 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.72% | +0.16% | +3.21% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.59% | -0.18% | +0.49% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.38% | +0.46% | +4.29% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.82% | -0.03% | -0.32% | |
| 13 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 2.81% | +0.25% | +0.50% | |
| 14 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 2.51% | -0.20% | -5.22% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.35% | -0.07% | -0.17% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.10% | -0.04% | -2.86% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.09% | +0.07% | -5.39% | |
| 18 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股与成长 | 1.96% | +0.05% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.64% | — | -1.76% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.34% | +0.01% | +0.27% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.32% | — | -4.37% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.22% | +0.05% | -2.40% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.96% | — | -2.67% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.94% | -0.01% | +1.28% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.77% | — | +0.20% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.67% | +0.02% | -1.19% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.60% | — | -0.17% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.60% | +0.09% | -2.51% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.55% | — | +1.53% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.51% | -0.01% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | +0.04% | -4.49% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.50% | — | -1.46% | |
| 33 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.50% | — | -2.13% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | -0.01% | +0.33% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | — | +0.68% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.42% | — | -5.97% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.37% | +0.04% | +4.79% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.30% | — | -0.31% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | — | -7.02% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.29% | +0.01% | +11.00% | |
| 41 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.25% | — | +0.01% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.23% | +0.14% | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.23% | — | -0.88% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.23% | +0.01% | +4.51% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.22% | +0.02% | +0.04% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.22% | -0.06% | -4.08% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.20% | — | -13.66% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.19% | — | -0.11% | |
| 49 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.19% | +0.03% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | — |