CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 446 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 9.33% | -0.15% | +93.23% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.49% | -0.16% | -34.63% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.07% | +0.31% | -10.17% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 6.69% | +0.64% | -12.47% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 6.10% | -0.16% | -1.17% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.89% | +0.09% | -6.36% | |
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 4.75% | -0.04% | — | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.68% | +0.13% | +1.40% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.62% | +0.53% | -0.45% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.58% | +0.30% | -3.23% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.73% | +0.40% | +126.13% | |
| 12 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 3.53% | +0.40% | +189.69% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.40% | — | +3.34% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.39% | -0.04% | +108.35% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.93% | -0.04% | -15.51% | |
| 16 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 1.30% | — | +4.74% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.19% | — | +9.03% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.19% | +0.05% | -79.52% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.11% | +0.26% | -32.13% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.02% | +0.04% | +5.00% | |
| 21 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.96% | — | +49.15% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | +0.10% | +0.11% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | +0.05% | +0.33% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.74% | — | -86.58% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.27% | +3.37% | |
| 26 | SHYM | Ishares Short Duration High | ETF-其他 | 0.66% | — | +6.75% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.63% | — | +4171.86% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | -38.71% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.62% | -7.01% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | +23.98% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.49% | +0.06% | +45.05% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | — | +8.02% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | — | +11.39% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | -34.52% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.38% | — | -41.88% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.36% | — | -37.73% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.33% | — | -39.53% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | — | +2.20% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.28% | +0.06% | -8.84% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.26% | +0.12% | -38.06% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.26% | +0.10% | -9.47% | |
| 42 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.26% | -0.18% | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | — | -1.84% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | -0.06% | +0.55% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.22% | — | -41.61% | |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.20% | — | -87.11% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.20% | — | -11.65% | |
| 48 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.19% | — | — | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.18% | — | +3.11% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.17% | — | +40.25% |