CIK: 0001697493
申报总市值
US$17.5亿
仅显示前 200 大持股（共 541 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.34% | +0.05% | +4.36% | |
| 2 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 4.21% | — | +7.64% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.98% | +0.18% | +3.69% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.81% | -0.04% | +4.19% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 3.72% | +0.27% | +2.70% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.41% | -0.14% | +6.03% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.41% | -0.11% | — | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.98% | — | — | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.47% | -0.05% | +3.16% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.39% | — | +0.93% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.34% | — | +13.31% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.23% | — | +4.42% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.21% | — | -2.47% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.19% | — | +9.11% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.98% | — | +11.43% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.92% | — | +2.93% | |
| 17 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.84% | — | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.82% | — | +11.41% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.18% | +25.57% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.10% | -0.53% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.51% | -0.03% | +12.86% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.50% | — | -0.55% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.47% | -0.01% | +12.58% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.28% | -0.37% | +25.75% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.97% | +0.02% | +1.25% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.90% | +0.05% | +1.81% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.89% | — | +7.86% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.80% | +0.07% | +1.92% | |
| 29 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.77% | — | — | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.76% | -0.05% | +5.27% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | — | -31.90% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.65% | — | +9.87% | |
| 33 | AVDE | Avantis International Equity | ETF-其他 | 0.62% | — | +2.57% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | +4.83% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.59% | — | -5.68% | |
| 36 | DFAT | Dimensional US Target Value | ETF-其他 | 0.55% | — | -2.17% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | -2.99% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.39% | +40.26% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | +448.05% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | — | +1890.78% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.42% | +0.01% | -5.99% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +6.44% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | +0.03% | +34.24% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.03% | +33.79% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.33% | — | +4.87% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.30% | — | +8.50% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.30% | — | -17.70% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.30% | — | +1.92% | |
| 49 | ED | Consolidated Edison INC | 股票-公用事业 | 0.29% | — | +456.21% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.29% | — | +59.32% |