CIK: 0001661144
申报总市值
US$8.6亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.27% | -0.04% | +73.72% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.12% | -0.45% | -0.30% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 10.79% | +0.23% | -0.03% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.24% | +0.38% | +8.98% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.89% | +0.16% | +0.07% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.36% | -0.14% | -0.01% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.37% | +0.10% | +0.14% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.82% | — | +55.87% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.04% | -0.23% | +2.21% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.72% | -0.04% | -24.34% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.60% | +0.06% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.54% | — | +8.75% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.23% | — | -1.69% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.11% | — | +0.26% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.11% | -0.03% | +0.39% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | +0.10% | +0.08% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.03% | — | -9.60% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.96% | -0.07% | — | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.89% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.79% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.23% | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.78% | — | — | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.74% | -0.02% | — | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.72% | — | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.71% | — | -13.66% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -66.27% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 0.68% | -0.05% | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.66% | -0.11% | -67.53% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | -50.79% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | — | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | +0.04% | — | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.53% | — | — | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.52% | — | +0.11% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.52% | — | -23.98% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | +0.07% | -69.78% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | — | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.47% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +12.41% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.43% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | -0.03% | — | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.41% | — | — | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.37% | — | -14.85% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | — | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.34% | — | — | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.32% | — | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | — | -66.05% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.29% | +0.04% | — | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.29% | — | -47.93% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.25% | +0.03% | — | |
| 50 | DDOG | Datadog INC - Class A | 股票-科技 | 0.23% | — | — |