CIK: 0001726673
申报总市值
US$10.3亿
仅显示前 200 大持股（共 371 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 | 13.95% | — | +2.96% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 11.09% | — | +5.84% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.86% | — | +14.32% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.45% | — | +12.09% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 5.61% | — | +3.63% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.72% | — | +11.54% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.59% | — | +12.93% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.28% | — | -5.36% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.21% | — | -5.69% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.92% | — | +2.23% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.90% | — | +1.26% | |
| 12 | MMM | 3m Co | 股票-工业 | 2.63% | — | -0.45% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.37% | — | -1.25% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.31% | — | -20.52% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.11% | — | -2.59% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.55% | — | +96.38% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.51% | — | -4.06% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.46% | — | -1.06% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.39% | — | -3.24% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.00% | — | +87.44% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.98% | — | -10.23% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.88% | — | -4.06% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.82% | — | -1.55% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.81% | — | -4.27% | |
| 25 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.78% | — | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | — | -6.86% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.76% | — | -1.70% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.75% | — | -1.41% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.72% | — | +6.84% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | — | -3.91% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | -3.75% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.52% | — | -1.88% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | — | — | |
| 34 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.51% | — | -2.09% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | -0.98% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.48% | — | -2.48% | |
| 37 | SUB | Ishares Short-term National | ETF-其他 | 0.47% | — | +25.05% | |
| 38 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.45% | — | -3.41% | |
| 39 | DTH | Wisdomtree International Hig | ETF-其他 | 0.31% | — | -0.20% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.29% | — | -2.58% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.23% | — | +2.90% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.20% | — | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.19% | — | +81.25% | |
| 44 | XEL | Xcel Energy INC | 股票-公用事业 | 0.18% | — | -18.82% | |
| 45 | ECL | Ecolab INC | 股票-原材料 | 0.15% | — | — | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.14% | — | +0.99% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.14% | — | +3.79% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.12% | — | +0.16% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.10% | — | +0.05% |