CIK: 0001555170
申报总市值
US$246.7亿
仅显示前 200 大持股（共 3692 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.46% | -0.61% | +0.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.08% | +0.77% | +4.08% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.75% | +0.03% | +3.37% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.65% | -0.48% | +1.33% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 6.42% | — | +2.25% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.91% | -0.77% | +3.13% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 4.12% | — | +4.19% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.98% | — | +5.46% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.79% | — | +7.99% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.67% | -0.13% | +23.01% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.52% | — | +2.83% | |
| 12 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.50% | -0.10% | +86.56% | |
| 13 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.49% | — | +4.66% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 1.44% | — | +1.35% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.30% | -0.08% | -2.54% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.86% | — | +1.62% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.20% | +42.05% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.77% | — | +3.55% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.75% | — | -43.76% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.69% | +0.24% | +0.65% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.61% | +0.11% | -0.13% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | +8.12% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | +0.75% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.58% | — | -1.17% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.58% | — | -1.30% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | +0.36% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | +0.36% | NEW | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.40% | — | +5.69% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | +5.41% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.39% | — | +2.78% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | -0.09% | +1028.99% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +223.44% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | -2.70% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | — | +2.30% | |
| 35 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.34% | +0.23% | -1.30% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.34% | — | -2.03% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.33% | — | -0.36% | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.33% | — | +3.74% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.32% | -0.08% | +2227.47% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | — | +6.99% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | -0.07% | -2.74% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.31% | — | -1.20% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | — | +142.91% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | +189.72% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | — | +7.56% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | +0.05% | +155.25% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.29% | -0.12% | +181.73% | |
| 48 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.26% | — | +2.73% | |
| 49 | PGX | Invesco Preferred ETF | ETF-其他 | 0.26% | — | +1.75% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.09% | +132.69% |