CIK: 0001697493
申报总市值
US$19.6亿
仅显示前 200 大持股（共 631 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 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.00% | — | -0.06% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.91% | — | +2.74% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.55% | — | +0.32% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.51% | -0.15% | +12.55% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.46% | -0.15% | +12.59% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.03% | +0.02% | +1.86% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.32% | — | +1.60% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.31% | — | -6.86% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.24% | +0.06% | -5.73% | |
| 10 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 2.04% | — | — | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.83% | -0.26% | +13.04% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.81% | — | +9.60% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.75% | — | +7.01% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.73% | — | +6.98% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.72% | +1.49% | +1.95% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | — | +6.46% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | — | -14.11% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.32% | — | +2.98% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.21% | -0.04% | +14.10% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.19% | — | +21.64% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | +0.03% | -24.08% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.02% | +0.06% | +1.70% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.99% | -0.14% | -4.35% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.94% | -0.03% | +1.88% | |
| 25 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.92% | — | — | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.88% | +0.12% | +23.82% | |
| 27 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.80% | — | +8.69% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.78% | — | +13.01% | |
| 29 | AVDE | Avantis International Equity | ETF-其他 | 0.76% | — | +1.57% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.73% | -0.03% | +13.02% | |
| 31 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.72% | +0.06% | — | |
| 32 | XLB | Ss Materials Select Sector | ETF-其他 | 0.70% | +0.13% | NEW | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.61% | — | +12.34% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.57% | — | +11.72% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | — | -37.54% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | +0.06% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | +0.05% | -13.69% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.43% | — | — | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.42% | — | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.41% | — | +11.26% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.37% | — | +32.04% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | — | -38.29% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | +0.51% | +0.09% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | — | -11.92% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.36% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.36% | +0.07% | — | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +0.98% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.35% | — | +28.49% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.35% | +0.04% | -2.66% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | -13.73% |