CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 413 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 | 10.84% | -0.16% | +3.32% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.16% | +0.64% | -0.54% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.44% | +0.31% | +1.94% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.83% | -0.16% | +1.76% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.45% | +0.05% | +67.18% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 5.09% | — | +32.34% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 4.64% | -0.15% | +0.69% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.64% | +0.53% | +0.59% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.63% | +0.09% | +7.84% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.49% | +0.13% | +1.36% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.30% | +0.30% | +5.52% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.23% | — | +1.28% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.23% | -0.04% | -14.30% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.77% | +0.26% | +6.33% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.67% | +0.40% | +0.54% | |
| 16 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.51% | — | +7.30% | |
| 17 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.29% | +0.40% | +4.73% | |
| 18 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 1.17% | — | +8.83% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.10% | -0.04% | -4.17% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.06% | — | -4.11% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.89% | +0.04% | +5701.33% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | +0.10% | +0.13% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.81% | — | +4.08% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.05% | -0.90% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | — | +5.13% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.62% | -0.62% | +21.42% | |
| 27 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.61% | — | +2.01% | |
| 28 | SHYM | Ishares Short Duration High | ETF-其他 | 0.60% | — | -23.37% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | +7.22% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.56% | — | +5.83% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.27% | +1.16% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.53% | — | +4.26% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | +0.12% | +2.22% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | — | +55.14% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +1.06% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.40% | — | +211.41% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | — | +38.24% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.34% | — | +6.33% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.34% | +0.06% | +3.02% | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.30% | +0.06% | +8.43% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.29% | — | +0.29% | |
| 42 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.28% | +0.10% | +9.08% | |
| 43 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.24% | -0.18% | — | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | -0.06% | +53.50% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.23% | +0.09% | +3.41% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | — | +30.53% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | — | +13.05% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.20% | — | +2.78% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.19% | — | +5.83% | |
| 50 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.19% | — | — |