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U.S. Core Equity 1 Portfolio ETF Class Shares

名稱 持股 交易金額 股數
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Pure Financial Advisors
1
Pure Financial Advisors
California
US$1.8億 -US$299萬 -37,702 -2%
Bernicke Wealth Management
2
Bernicke Wealth Management
Wisconsin
US$1.62億 +US$159萬 +20,048 +1%
Brighton Jones LLC
3
Brighton Jones LLC
Washington
US$9643萬 +US$1226萬 +154,489 +15%
LRI Investments
4
LRI Investments
Florida
US$8787萬 +US$654萬 +82,430 +8%
YAL
5
Your Advocates Ltd
Texas
US$8600萬 -US$111萬 -14,052 -1%
Quantum Financial Advisors
6
Quantum Financial Advisors
California
US$7335萬 +US$503萬 +63,441 +8%
Rather & Kittrell
7
Rather & Kittrell
Tennessee
US$5954萬 +US$433萬 +54,641 +8%
Stratos Investment Management
8
Stratos Investment Management
Ohio
US$5446萬 +US$185萬 +23,325 +4%
Foundations Investment Advisors
9
Foundations Investment Advisors
Arizona
US$5124萬 +US$246萬 +30,958 +5%
Monograph Wealth Advisors
10
Monograph Wealth Advisors
California
US$4652萬 +US$383萬 +48,281 +9%
Private Advisor Group
11
Private Advisor Group
New Jersey
US$4461萬 -US$905萬 -114,078 -17%
OneDigital Investment Advisors
12
OneDigital Investment Advisors
Kansas
US$4433萬 +US$188萬 +23,748 +5%
Annandale Capital
13
Annandale Capital
Texas
US$4130萬 +US$534萬 +67,331 +15%
Prosperity Capital Advisors
14
Prosperity Capital Advisors
Ohio
US$3785萬 -US$131萬 -16,458 -3%
SC&H Financial Advisors
15
SC&H Financial Advisors
Maryland
US$3707萬 +US$224萬 +28,282 +7%
KFG Wealth Management
16
KFG Wealth Management
Indiana
US$3345萬 -US$10.9萬 -1,373 -0.3%
KSWWM
17
Keyes Stange & Wooten Wealth Management
Florida
US$3323萬 +US$182萬 +22,880 +6%
BWM
18
BCO Wealth Management
New Mexico
US$3321萬 +US$54.5萬 +6,869 +2%
GOCP
19
Great Oak Capital Partners
Massachusetts
US$3299萬 +US$43萬 +5,422 +1%
Hardy Reed
20
Hardy Reed
Mississippi
US$3255萬 +US$368萬 +46,427 +13%
Sageworth Trust
21
Sageworth Trust
Pennsylvania
US$3053萬 +US$55.1萬 +6,946 +2%
BHWM
22
Beacon Hill Wealth Management
US$2851萬 +US$2759萬 +347,773 新
Betterment LLC
23
Betterment LLC
New York
US$2803萬 -US$9.6萬 -1,210 -0.4%
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
US$2798萬 +US$86.8萬 +10,943 +3%
Integrated Wealth Concepts
25
Integrated Wealth Concepts
Massachusetts
US$2759萬 -US$33.3萬 -4,201 -1%