CIK: 0001711615
申报总市值
US$276.4亿
仅显示前 200 大持股（共 342 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 | 11.07% | — | +2.54% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-其他 | 9.05% | — | +3.39% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.31% | — | +3.53% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.35% | — | +3.10% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.21% | — | -26.15% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.09% | — | -17.79% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.70% | — | +2.62% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.60% | — | +5.00% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.20% | — | +183.18% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.77% | — | +12.98% | |
| 11 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.71% | — | +1.76% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 2.44% | — | +14.33% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.38% | — | +25.14% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.36% | — | -33.64% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 2.30% | — | +8.18% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.87% | — | +10.30% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.84% | — | -1.08% | |
| 18 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.66% | — | +5.89% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.50% | — | +2.96% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.41% | — | -0.11% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.26% | — | -1.74% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.08% | — | +0.77% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | — | -23.93% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.94% | — | -2.09% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.85% | — | +0.92% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.83% | — | -2.09% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | — | +22.53% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.73% | — | -0.24% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | +70.86% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.60% | — | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | — | +242.63% | |
| 32 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.50% | — | -3.47% | |
| 33 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.49% | — | +2.06% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.42% | — | -6.94% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.39% | — | -36.76% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | — | -0.98% | |
| 37 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.37% | — | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | -0.14% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +1.54% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | — | +0.48% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | — | +4.65% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.29% | — | +6.41% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | +263.74% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.28% | — | +4.44% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | — | -1.80% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | — | +4.66% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | — | -1.69% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.23% | — | +2.76% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.22% | — | +2.79% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.22% | — | +78.77% |