CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 304 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.73% | -0.16% | +32.97% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.20% | +0.64% | -4.38% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.71% | +0.31% | +1.22% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 6.27% | +0.53% | -2.07% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 5.68% | -0.16% | +399985.33% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.47% | -0.04% | +100.67% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.34% | +0.13% | +9.16% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 5.22% | -0.15% | +4.23% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.71% | +0.09% | +1.29% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.58% | +0.30% | +0.85% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.80% | +0.05% | +24.67% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.61% | — | -7.59% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.25% | — | +0.01% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.12% | +0.40% | -2.02% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.67% | -0.04% | -7.15% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.54% | +0.26% | +5.41% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.38% | — | — | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.29% | — | +17.21% | |
| 19 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.93% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | +0.10% | -0.36% | |
| 21 | SHYM | Ishares Short Duration High | ETF-其他 | 0.80% | — | +0.91% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | +0.05% | -1.57% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.70% | — | +0.34% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.63% | — | -3.16% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.61% | — | +2.25% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.54% | — | +8.55% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.48% | -0.62% | -18.99% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.46% | — | -3.85% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.39% | — | -5.12% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.38% | — | -0.53% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | -0.35% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | — | +7.94% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | +0.12% | -4.12% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | -0.27% | +21.29% | |
| 35 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.29% | +0.06% | -21.66% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.29% | — | -2.72% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.27% | — | +3.76% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.25% | +0.06% | -2.85% | |
| 39 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.25% | -0.18% | — | |
| 40 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.24% | +0.10% | +15.34% | |
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.23% | — | +1.15% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.23% | — | — | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.21% | — | +3.37% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.17% | — | -6.75% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.17% | — | +0.46% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | -0.06% | -1.44% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.16% | +0.06% | -0.16% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.16% | — | +7.25% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.15% | — | -21.49% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.15% | — | +2.63% |