CIK: 0001601742
申报总市值
US$11.3亿
仅显示前 200 大持股（共 488 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 19.06% | — | +1.98% | |
| 2 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 14.86% | — | -4.24% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 13.96% | — | +1.67% | |
| 4 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 8.84% | — | +1.72% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.26% | — | -0.42% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.83% | — | +7.89% | |
| 7 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.68% | — | +25.05% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.41% | — | +99.47% | |
| 9 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.12% | — | -0.62% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.96% | — | +10.21% | |
| 11 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 1.92% | — | -1.82% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.30% | — | -2.57% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | — | -4.70% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.99% | — | -2.51% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | — | -9.50% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | — | -0.02% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.93% | — | -2.06% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.87% | — | -1.67% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.83% | — | +886.31% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.81% | — | -3.75% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | — | -1.14% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.67% | — | +0.20% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | — | +0.56% | |
| 24 | O | Realty Income CORP | 股票-房地产 | 0.53% | — | -4.60% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | — | -11.26% | |
| 26 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.46% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | — | -10.99% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.39% | — | -89.32% | |
| 29 | TILT | Flexshares Morningstar US Ma | ETF-其他 | 0.35% | — | +0.50% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.33% | — | -1.38% | |
| 31 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.32% | — | -19.67% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | — | +37.25% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.28% | — | +34.24% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | -5.17% | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.25% | — | +15.32% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.25% | — | -0.94% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.25% | — | -2.06% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.23% | — | +0.11% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | — | +2.24% | |
| 40 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 0.20% | — | +0.72% | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.19% | — | — | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.18% | — | -13.83% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.17% | — | — | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.16% | — | -1.73% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.15% | — | -3.38% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.14% | — | +3.08% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.13% | — | -0.73% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.13% | — | -22.29% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.13% | — | -26.48% | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.12% | — | -7.20% |