CIK: 0001711615
申报总市值
US$276.4亿
仅显示前 200 大持股（共 379 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 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 11.17% | — | +43.73% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-其他 | 10.27% | — | +5.37% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.49% | — | +7.07% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.97% | — | +5.93% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.75% | — | +4.41% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.49% | — | +2.53% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.69% | — | +4.93% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.44% | — | +4.85% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.04% | — | +3.16% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.98% | — | +4.98% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.35% | — | +4.62% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.00% | — | +0.07% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.99% | — | +4.08% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.73% | — | +5.19% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.70% | — | +2.67% | |
| 16 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.65% | — | +3.59% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.53% | — | +1.29% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.51% | — | +3.86% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.45% | — | +6.58% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | — | +4.10% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | — | +1.30% | |
| 22 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 1.27% | — | +5.99% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.16% | — | +1.65% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.10% | — | +0.01% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.94% | — | +1.41% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | — | -0.91% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.84% | — | +3.86% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.56% | — | +2.02% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.54% | — | +1.72% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | +2.84% | |
| 31 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.51% | — | +6.93% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | +2.62% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.47% | — | +11.34% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.39% | — | +1.59% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | +17.48% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | +1.16% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | +1.12% | |
| 38 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.31% | — | +5.14% | |
| 39 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.30% | — | +5.73% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | +1.05% | |
| 41 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.28% | — | +5.25% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | +2.75% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.24% | — | +1.39% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.23% | — | +0.60% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | — | -3.15% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | — | -10.40% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.19% | — | +0.38% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | +6.60% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.18% | — | -9.26% | |
| 50 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.18% | — | -13.31% |