CIK: 0001433541
申报总市值
US$40.5亿
仅显示前 200 大持股（共 210 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 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 9.29% | — | +5.64% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 9.25% | — | +2.39% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 6.15% | -0.71% | -1.73% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.72% | -0.01% | +31.48% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.48% | -0.27% | +29.61% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.41% | — | +23.16% | |
| 7 | IYR | Ishares US Real Estate ETF | ETF-其他 | 3.26% | — | -0.89% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.23% | +3.60% | -5.11% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.07% | — | +6.92% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.94% | — | +11.33% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.51% | -0.02% | -2.05% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.06% | +0.05% | +2.23% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 2.05% | — | +35.87% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.88% | — | -55.48% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.82% | -0.02% | -8.99% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | — | -1.71% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.76% | +0.03% | -2.40% | |
| 18 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.69% | — | -4.40% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.60% | +0.03% | -55.14% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.60% | — | -4.49% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.48% | — | -0.24% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.14% | — | -63.06% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | +0.02% | -35.93% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.99% | — | -9.06% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | — | +0.41% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.86% | — | -15.06% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.84% | — | -7.01% | |
| 28 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.78% | — | -7.88% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | — | +18.14% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | -0.13% | +53.19% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.75% | — | -45.20% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.74% | +0.01% | +7.13% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | -73.19% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +52.11% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | -4.95% | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 0.51% | +0.02% | — | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.49% | — | -1.58% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.08% | -8.20% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.48% | — | +37.22% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -6.46% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.44% | — | +0.82% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.40% | — | +42.07% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +1.47% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | — | +13.82% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.38% | — | -3.27% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.37% | — | +15.34% | |
| 47 | UBS | UBS Group AG | 股票-金融 | 0.35% | — | +21.15% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.34% | — | -2.03% | |
| 49 | IFGL | Ishares International Develo | ETF-其他 | 0.34% | — | -15.68% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.31% | — | -2.97% |