CIK: 0001633387
申报总市值
US$64.0亿
仅显示前 200 大持股（共 614 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 | 5.58% | -0.06% | -13.97% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.65% | +0.05% | -13.91% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 4.00% | — | -27.53% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.91% | -0.21% | +7532.36% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 3.15% | — | -27.02% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.92% | — | -17.80% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.87% | — | -2.43% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.23% | — | -8.74% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.15% | — | +329.07% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.13% | — | -12.62% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.10% | — | -12.72% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.48% | — | -26.04% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.48% | — | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.46% | — | +40.73% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.38% | — | -5.70% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.32% | +0.13% | +2.63% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | +0.18% | +36.53% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.10% | — | +323.60% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | +232.24% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | — | +5.95% | |
| 21 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.82% | — | -8.59% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.81% | — | -12.16% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.79% | — | -19.47% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | -0.32% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.75% | +0.18% | +1.62% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.66% | — | +1146.60% | |
| 27 | SCI | Service CORP International | 股票-周期性消费 | 0.57% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.57% | — | +1.66% | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.55% | — | +71.80% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.55% | — | -9.70% | |
| 31 | FMHI | First Trust Municipal High I | ETF-其他 | 0.50% | — | +9.52% | |
| 32 | UJAN | Innovator U.s. Equity Ultra | ETF-其他 | 0.49% | — | -2.69% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.49% | — | -6.02% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.48% | — | +17.65% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -4.50% | |
| 36 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.46% | — | +68.50% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.46% | — | +3224.17% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.46% | — | -10.14% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.46% | — | +0.91% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +16.53% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.43% | — | +2.13% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.42% | — | -7.66% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.41% | — | -0.53% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.40% | — | -19.12% | |
| 45 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.36% | — | +4.52% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | +7.56% | |
| 47 | FMB | First Trust Managed Municipa | ETF-其他 | 0.35% | — | +49.94% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | — | +50.62% | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.34% | — | -12.23% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.34% | — | +2.68% |