CIK: 0001692038
申报总市值
US$21.9亿
仅显示前 200 大持股（共 245 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.27% | -1.13% | +2.32% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 8.08% | — | +29.81% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 5.34% | -0.57% | +1.32% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.24% | -0.32% | +41.12% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.97% | +0.70% | -1.31% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.48% | -0.01% | +0.30% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.20% | — | +694.39% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.17% | +11.50% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.36% | -0.04% | -11.58% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.22% | — | -21.56% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.16% | -0.01% | +2.84% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.12% | — | -20.86% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.10% | — | -4.41% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.75% | -0.50% | -5.60% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.60% | — | +1977.87% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.50% | — | -6.20% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.46% | — | +313.08% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.38% | — | -1.57% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | -0.26% | +3.99% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.14% | +0.52% | +53.79% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.06% | — | +5.56% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.00% | — | -15.83% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | — | -3.19% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -0.26% | +20.61% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.80% | -0.18% | -26.20% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.78% | +0.14% | -50.57% | |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.76% | — | -5.59% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | +0.19% | -0.20% | |
| 29 | HUBB | Hubbell INC | 股票-工业 | 0.71% | +0.07% | +0.03% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.70% | — | +117.77% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.70% | — | -0.61% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | -0.04% | +83.21% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | — | +123.61% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.57% | — | -10.11% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.56% | — | +4.36% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.54% | — | -16.91% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | -12.91% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | -10.49% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | -5.44% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.45% | — | -0.16% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.08% | +115.49% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.41% | — | -0.48% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.40% | +0.07% | +13.56% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.39% | — | +25.09% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | — | +87.08% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | — | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.36% | — | -0.33% | |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.36% | — | -2.38% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.33% | — | -1.36% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | +0.02% | +2.33% |