CIK: 0001711615
申报总市值
US$276.4亿
仅显示前 200 大持股（共 288 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 15.78% | — | +1.64% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 7.99% | — | +2.22% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 6.37% | — | +3.64% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.74% | — | +1.90% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.07% | — | +2.27% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.03% | — | +24.27% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.47% | — | -2.78% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.20% | — | +88.06% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.99% | — | -2.96% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 2.75% | — | -1.77% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.60% | — | +0.09% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.14% | — | +5.08% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.05% | — | -1.14% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.73% | — | +7.73% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.66% | — | -8.72% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.59% | — | +4.28% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.52% | — | +1.83% | |
| 18 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.41% | — | -6.30% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.41% | — | +2.07% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.38% | — | +31.27% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +380.29% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.14% | — | +6.67% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.08% | — | +5.49% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.96% | — | +0.88% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.94% | — | -0.09% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | — | +7.63% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | — | -1.07% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | -9.03% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | +258.40% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.69% | — | +5.53% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.62% | — | +3.34% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.56% | — | +5.14% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | — | +2.85% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.39% | — | +0.50% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +2.01% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | — | -8.84% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.33% | — | +39.64% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | — | +0.21% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.31% | — | +0.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | +2.76% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.25% | — | +3.10% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.25% | — | +4.52% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | — | -1.72% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.23% | — | -14.93% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | — | +7.03% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.22% | — | +7.54% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.22% | — | -2.98% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.21% | — | +0.60% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.20% | — | +29.46% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | — | -0.90% |