CIK: 0001632549
申报总市值
US$193.5万
仅显示前 200 大持股（共 225 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.83% | — | -10.72% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 9.24% | — | +6.04% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.10% | — | +6.93% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.08% | — | -3.66% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.51% | — | +23.72% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.17% | — | +6.43% | |
| 7 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 4.91% | — | +2.30% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.19% | +3.41% | +2669.97% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.92% | — | +3.32% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.20% | — | +8.00% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.99% | — | — | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.95% | — | -0.03% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.86% | — | +5.74% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.85% | — | +30.43% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.84% | — | +9.90% | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.60% | — | +2095.44% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.53% | — | -3.19% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.41% | — | -5.95% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.40% | +0.83% | NEW | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.39% | — | -1.23% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.38% | — | -4.11% | |
| 22 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 1.23% | — | -4.66% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.95% | — | -9.66% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | — | — | |
| 25 | VDE | Vanguard Energy ETF | ETF-其他 | 0.85% | — | +22.92% | |
| 26 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.80% | — | — | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.78% | — | -62.03% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | — | +346.00% | |
| 29 | ✓ | Spdr Index Shs Fds | 股票-其他 | 0.57% | — | — | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.52% | — | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | — | — | |
| 32 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.45% | — | -3.46% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | — | +295.74% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.40% | — | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | — | +19.52% | |
| 36 | LDOS | Leidos Holdings INC | 股票-科技 | 0.33% | — | — | |
| 37 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.30% | — | +75.33% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.30% | — | +94.96% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | -1.85% | -4.38% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.28% | — | +2.68% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.27% | — | — | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.26% | — | — | |
| 43 | PPH | Vaneck Pharmaceutical ETF | ETF-其他 | 0.25% | — | — | |
| 44 | DDD | 3d Systems CORP | 股票-其他 | 0.25% | — | -99.02% | |
| 45 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.25% | — | +502.00% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.24% | — | +160.93% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.24% | — | +0.50% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.24% | — | — | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.23% | — | +169.52% | |
| 50 | AAPL | Apple INC | 股票-科技 | 0.22% | +2.12% | NEW |