CIK: 0001726673
申报总市值
US$10.3亿
仅显示前 200 大持股（共 306 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.45% | — | -2.30% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 9.99% | — | -3.90% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.46% | — | +0.98% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 7.65% | — | +2.91% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.93% | — | +0.14% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.82% | — | +0.79% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.97% | — | +6.49% | |
| 8 | MMM | 3m Co | 股票-工业 | 3.49% | — | -2.91% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.35% | — | -2.73% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.17% | — | -0.06% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.83% | — | -4.00% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.47% | — | +2.83% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.40% | — | +43.67% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.36% | — | +10.17% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.73% | — | +23.34% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.70% | — | +0.69% | |
| 17 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 1.23% | — | — | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.14% | — | -3.67% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.09% | — | +13.11% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.00% | — | +8.46% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.86% | — | +9.23% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.79% | — | +59.18% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.77% | — | +116.18% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.75% | — | -14.29% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.71% | — | -17.37% | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.69% | — | +59.39% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | +12.93% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.64% | — | -15.68% | |
| 29 | DTH | Wisdomtree International Hig | ETF-其他 | 0.62% | — | +236.41% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.58% | — | -0.80% | |
| 31 | XEL | Xcel Energy INC | 股票-公用事业 | 0.58% | — | -24.12% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.52% | — | — | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.50% | — | +15.81% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.48% | — | +42.84% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.41% | — | +14.01% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | — | +7.92% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.38% | — | +56.46% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.27% | — | -22.28% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.26% | — | — | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.22% | — | — | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.19% | — | -5.15% | |
| 42 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.19% | — | -5.00% | |
| 43 | ECL | Ecolab INC | 股票-原材料 | 0.19% | — | — | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.17% | — | +0.80% | |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.16% | — | -0.99% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.16% | — | -3.41% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.13% | — | -8.88% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.12% | — | +4.20% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.12% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.11% | — | +2.46% |