CIK: 0001633387
申报总市值
US$64.0亿
仅显示前 200 大持股（共 561 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 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 6.68% | -0.06% | -2.67% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.46% | +0.05% | +2.51% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 6.11% | — | -9.00% | |
| 4 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 4.83% | — | -5.36% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.82% | — | +48.69% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.24% | — | +145.92% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.67% | — | +2.74% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.52% | — | +2.55% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.36% | — | -24.30% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.16% | — | -7.90% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.55% | +0.13% | +17.68% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.49% | — | -10.80% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | +0.18% | +1242.95% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.09% | — | +4.06% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.05% | — | +98.86% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.01% | — | +42.39% | |
| 17 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.99% | — | +8.77% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | -4.73% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.84% | — | +105.71% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.82% | +0.18% | +22.76% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.78% | — | +8.45% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | +32.01% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.64% | — | +53.00% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | — | +15.83% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.57% | — | +118.02% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | — | +10.69% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.53% | — | +3486.93% | |
| 28 | SCI | Service CORP International | 股票-周期性消费 | 0.53% | — | -3.44% | |
| 29 | UJAN | Innovator U.s. Equity Ultra | ETF-其他 | 0.51% | — | — | |
| 30 | FMHI | First Trust Municipal High I | ETF-其他 | 0.50% | — | +3751.20% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.50% | — | +5.28% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.49% | — | — | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.48% | — | +25.05% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.47% | — | +1909.83% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | — | +2727.30% | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.46% | — | +5.31% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.43% | — | +8.41% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.43% | — | +27.78% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.42% | — | +25.85% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +21.58% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.42% | — | +3.92% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.40% | — | +175.67% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +82.68% | |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.38% | — | — | |
| 45 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.37% | — | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.37% | — | +71.86% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.35% | — | +53.61% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.35% | — | -1.73% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.35% | — | +238.57% | |
| 50 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.35% | — | +326.02% |