CIK: 0001633387
申报总市值
US$64.0亿
仅显示前 200 大持股（共 645 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 | 7.17% | -0.06% | +2.73% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.66% | +0.05% | -1.82% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.66% | -0.21% | -2.61% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.46% | — | -19.34% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.05% | — | +0.37% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.77% | — | +2.50% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.75% | — | +7.71% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.91% | -0.22% | +3.18% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | +0.18% | — | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.62% | — | +16935.88% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | — | +3.58% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.43% | — | +6.10% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | +0.13% | +1.13% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.29% | +0.13% | -0.80% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.12% | — | -20.72% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.01% | — | +2.48% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.80% | +0.18% | -23.73% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | +1.49% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.76% | — | +120.93% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | +141.18% | |
| 21 | DFSD | Dimensional Short Duration | ETF-其他 | 0.72% | — | -13.45% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.66% | — | -11.22% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.66% | — | -11.89% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.65% | +0.10% | +21.51% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | +0.10% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.64% | — | +5.37% | |
| 27 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.60% | — | -1.15% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.59% | — | -6.26% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | +1.22% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | +7.87% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.50% | — | +6.13% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +0.90% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.48% | — | +6.87% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | — | +2.35% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | +3.55% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.45% | — | +0.53% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.45% | — | +4.46% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | — | +1.23% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.43% | — | +130.95% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.41% | — | -25.33% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.40% | — | -49.67% | |
| 42 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-其他 | 0.40% | — | +2.00% | |
| 43 | FMB | First Trust Managed Municipa | ETF-其他 | 0.39% | — | +916.22% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.38% | — | -16.30% | |
| 45 | SCI | Service CORP International | 股票-周期性消费 | 0.37% | — | — | |
| 46 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.37% | — | -10.12% | |
| 47 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.36% | — | — | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | -7.69% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.35% | — | +2.49% | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.34% | — | -0.26% |