CIK: 0001697493
申报总市值
US$17.5亿
仅显示前 200 大持股（共 331 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 | BND | Vanguard Total Bond Market | ETF-其他 | 8.02% | +0.27% | +1.71% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.67% | +0.18% | +1.60% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.51% | -0.14% | +1.73% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.63% | -0.04% | +2.77% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.39% | — | +2.47% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.37% | — | +0.31% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.35% | -0.05% | +2.61% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 3.11% | — | +2.21% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.07% | — | +2.55% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.71% | — | +3.77% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.10% | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.95% | — | +6.24% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.87% | -0.03% | +2.35% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.63% | — | -5.67% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.44% | — | +3.73% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.08% | — | +2.15% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.80% | — | +1.75% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | +309.36% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.76% | — | -7.92% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.71% | +0.05% | +10.73% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | +0.02% | +0.53% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | +0.05% | -3.50% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.68% | — | +1.15% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.65% | -0.01% | -3.12% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | -5.56% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.64% | — | +1.98% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | -0.04% | +118.68% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.62% | — | +3.39% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | — | — | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.50% | +0.06% | -7.43% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | -7.18% | |
| 33 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 0.48% | — | +4.75% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.43% | — | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | — | -26.19% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.42% | — | +2.53% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | +90.35% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.41% | +0.05% | -3.03% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.40% | +0.01% | +6.86% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.39% | — | — | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.03% | -44.82% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.34% | — | — | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | — | — | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.34% | — | +748.28% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.33% | — | — | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.33% | — | -46.51% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | — | -1.47% | |
| 49 | XLB | Ss Materials Select Sector | ETF-其他 | 0.32% | — | — | |
| 50 | HON | Honeywell International INC | 股票-工业 | 0.29% | — | — |