CIK: 0001482880
申报总市值
US$206.9亿
仅显示前 200 大持股（共 398 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 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 8.27% | — | +9.01% | |
| 2 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 5.46% | — | +24.84% | |
| 3 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 5.42% | — | +30.61% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 4.10% | — | +1.10% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.03% | -0.14% | +3.32% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.80% | +1.55% | -0.37% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.73% | — | +0.24% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.49% | — | +43.09% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.12% | -0.59% | +8.26% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.96% | -0.11% | -1.81% | |
| 11 | REET | Ishares Global Reit ETF | ETF-其他 | 1.63% | — | +69.61% | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.45% | — | +19.76% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.44% | — | +81.87% | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.41% | — | +17.22% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.22% | +2.02% | |
| 16 | WM | Waste Management INC | 股票-工业 | 1.28% | — | +5.00% | |
| 17 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.20% | — | -1.58% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | — | +1.92% | |
| 19 | EMLP | First Trust North American E | ETF-其他 | 1.08% | — | -7.70% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | -4.67% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | -0.14% | -2.80% | |
| 22 | VAC | Marriott Vacations World | 股票-周期性消费 | 1.01% | — | — | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.99% | — | +28.97% | |
| 24 | DXCM | Dexcom INC | 股票-医疗保健 | 0.94% | — | +0.02% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.93% | — | +26.65% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.88% | — | +25.15% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.79% | +0.06% | -0.77% | |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.77% | — | +48.46% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | — | +40.41% | |
| 30 | CME | Cme Group INC | 股票-金融 | 0.70% | — | -0.01% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.62% | — | -1.59% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.60% | — | -2.65% | |
| 33 | GXC | State Street Spdr S&p China | ETF-新兴市场 | 0.56% | — | -3.16% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.56% | — | +0.09% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | +5.41% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | -1.26% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.54% | — | -5.74% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.52% | — | -1.62% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | -0.17% | -12.85% | |
| 40 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.51% | — | +0.12% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | — | -0.52% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | +2.61% | +18.22% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | -5.86% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | — | -7.53% | |
| 45 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.45% | — | -1.07% | |
| 46 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.43% | — | +12.14% | |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.43% | — | +13.80% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.41% | — | -7.39% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.02% | +7.49% | |
| 50 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 0.39% | — | — |