CIK: 0001633387
申报总市值
US$64.0亿
仅显示前 200 大持股（共 699 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.93% | +0.05% | +0.94% | |
| 2 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 6.89% | -0.06% | +2.75% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 6.02% | -0.21% | +7.26% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.40% | — | +3.12% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.87% | — | +3.48% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.76% | — | +2.00% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.54% | — | -2.37% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.97% | -0.22% | +3.14% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.71% | — | +23.92% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.62% | — | +6.20% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.47% | +0.18% | -11.39% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.23% | — | +40.80% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.19% | — | -8.94% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.17% | +0.13% | +0.32% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.06% | +0.18% | +8.64% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.13% | -23.56% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.87% | — | -3.82% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | +0.10% | +14.63% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | — | +4.55% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.72% | — | +19.09% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | +0.01% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.70% | -0.19% | -2.33% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | +32.30% | |
| 24 | DFSD | Dimensional Short Duration | ETF-其他 | 0.67% | — | +6.50% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.64% | — | +13.88% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +28.22% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | +0.12% | +920.73% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.60% | — | -3.00% | |
| 29 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.55% | — | -3.69% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | +3.88% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.51% | — | +5.88% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.50% | — | +6.85% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.49% | — | +16.25% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | +23.21% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.45% | — | +8.59% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.44% | — | +15.69% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | — | +26.05% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.42% | — | +5.71% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.41% | — | +1.41% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.08% | +27.72% | |
| 41 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-其他 | 0.36% | — | +6.08% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.35% | — | +5.77% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.34% | — | -4.20% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.33% | — | +20.35% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | +8.91% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.33% | — | +19.67% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.33% | — | +1.40% | |
| 48 | SCI | Service CORP International | 股票-周期性消费 | 0.33% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | — | +31.48% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.32% | — | +3.10% |