CIK: 0001726673
申报总市值
US$10.3亿
仅显示前 200 大持股（共 311 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 | 14.23% | — | -2.12% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 10.69% | — | +3.90% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.00% | — | +0.15% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.63% | — | +0.27% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.08% | — | -0.14% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.98% | — | -0.32% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.66% | — | +6.31% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.87% | — | +3.63% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.65% | — | -0.13% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.32% | — | +0.88% | |
| 11 | MMM | 3m Co | 股票-工业 | 3.14% | — | -4.07% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 3.03% | — | +1.85% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.49% | — | +1.44% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.40% | — | -1.09% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 2.20% | — | +7.02% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.69% | — | -0.84% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.34% | — | -2.08% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.30% | — | +0.76% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.04% | — | -2.92% | |
| 20 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 1.03% | — | — | |
| 21 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.93% | — | -1.97% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.85% | — | +293.50% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.82% | — | -0.41% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.78% | — | -1.82% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.75% | — | -0.55% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.71% | — | -2.04% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.67% | — | -1.97% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.60% | — | -0.36% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.58% | — | +2.04% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.57% | — | -0.63% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | -0.47% | |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.49% | — | -3.19% | |
| 33 | SUB | Ishares Short-term National | ETF-其他 | 0.49% | — | -4.37% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.43% | — | -3.85% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.42% | — | -2.17% | |
| 36 | DTH | Wisdomtree International Hig | ETF-其他 | 0.36% | — | -1.59% | |
| 37 | XEL | Xcel Energy INC | 股票-公用事业 | 0.28% | — | -15.36% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.25% | — | -2.12% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.24% | — | — | |
| 40 | ECL | Ecolab INC | 股票-原材料 | 0.19% | — | — | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.16% | — | +1.01% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | +306.80% | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.15% | — | -2.72% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.13% | — | — | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | — | +20.41% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.12% | — | -13.51% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.12% | — | — | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.12% | — | -7.38% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.11% | — | +0.07% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | — | — |