CIK: 0001388829
申报总市值
US$46.1亿
仅显示前 200 大持股（共 418 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.98% | -0.44% | +19.52% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 9.38% | -0.43% | +5.96% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.78% | -0.14% | +18.03% | |
| 4 | BALL | Ball CORP | 股票-周期性消费 | 4.09% | +0.05% | -0.46% | |
| 5 | VFC | Vf CORP | 股票-周期性消费 | 3.44% | — | +2.86% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.16% | — | -0.37% | |
| 7 | LOW | Lowe's Cos INC | 股票-周期性消费 | 2.77% | — | — | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.76% | +0.02% | +514.21% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.51% | -0.10% | +26.85% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.37% | — | -36.01% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.34% | +0.24% | +5677.88% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.28% | +0.06% | +1914.89% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.74% | — | +7.82% | |
| 14 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 1.26% | — | -2.52% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.19% | -0.21% | +11.48% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.19% | — | +16.96% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.17% | — | -23.72% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.08% | — | +17.16% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.06% | +0.02% | +7.47% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | — | +32.96% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | -0.25% | +126.41% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.85% | — | -3.67% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.84% | — | -17.88% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | — | — | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | — | +54.33% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +279.62% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.62% | — | +8.70% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.15% | +306.71% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.58% | — | +10.45% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | +0.05% | +1016.77% | |
| 31 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.52% | -0.12% | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | +3.30% | |
| 33 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.49% | — | -8.82% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.49% | — | -7.60% | |
| 35 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 0.47% | — | -0.02% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | — | +34.48% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.10% | +1192.66% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | +0.03% | +241.75% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.42% | +0.10% | +2884.15% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.42% | — | +650.30% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | +0.07% | — | |
| 42 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.41% | — | -31.56% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.40% | — | — | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.38% | — | +206.10% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | +15.24% | |
| 46 | SUB | Ishares Short-term National | ETF-其他 | 0.37% | — | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.35% | — | +55.00% | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.32% | — | +27.61% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | +1214.55% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | — | — |