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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.33% | -0.45% | -0.06% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 10.31% | +0.38% | +7.48% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.41% | -0.04% | -0.12% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 8.17% | +0.23% | +0.30% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.73% | +0.16% | +0.56% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.86% | -0.23% | +8.85% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.74% | -0.14% | -1.43% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.22% | -0.04% | +23.20% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.54% | +0.10% | -4.92% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.49% | — | +6.37% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.27% | -0.11% | +10.20% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.62% | — | +26.95% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.54% | — | -0.74% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.30% | — | +0.29% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.22% | — | -1.30% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.19% | — | +8.60% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.18% | +0.07% | +8.70% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.16% | -0.07% | — | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.11% | +0.06% | — | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.03% | -0.03% | +0.01% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | +0.10% | -0.37% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.91% | — | +2.99% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.89% | — | +0.04% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | — | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.72% | -0.02% | +42.64% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.72% | — | -0.62% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.23% | — | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.53% | -0.05% | — | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.51% | — | +37.24% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.49% | -0.03% | — | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | +0.04% | — | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.47% | — | +4.34% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.46% | — | +10.60% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.45% | — | -18.05% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.44% | +0.05% | -0.46% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.44% | — | — | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.41% | — | +0.11% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.40% | — | — | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.38% | -0.02% | — | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.34% | — | — | |
| 42 | SBAC | Sba Communications CORP | 股票-房地产 | 0.34% | — | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.30% | — | +0.65% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.27% | — | -43.83% | |
| 45 | BLK | Blackrock INC | 股票-金融 | 0.26% | — | — | |
| 46 | CNC | Centene CORP | 股票-医疗保健 | 0.24% | — | — | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.24% | +0.03% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.23% | — | -28.13% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.20% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.20% | — | — |