CIK: 0001433541
申报总市值
US$40.5亿
仅显示前 200 大持股（共 244 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 | 11.41% | — | -0.46% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 8.14% | — | -2.74% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.36% | -0.71% | -5.94% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.55% | -0.27% | -2.92% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.48% | -0.01% | -2.59% | |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.46% | — | +0.86% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.34% | — | +4.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.06% | +3.60% | -7.32% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.87% | — | -2.60% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.54% | — | -4.02% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.49% | -0.02% | +3.61% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.86% | +0.03% | -5.80% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.85% | +0.05% | -3.32% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.75% | +0.02% | -6.31% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | — | -3.14% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.60% | — | -13.78% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.55% | -0.02% | -3.37% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.52% | — | -20.35% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.35% | — | +54.49% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.33% | +0.03% | +0.31% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.31% | — | -3.77% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.20% | — | +12.27% | |
| 23 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.05% | — | -14.37% | |
| 24 | UBS | UBS Group AG | 股票-金融 | 1.03% | — | -1.96% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | — | -0.88% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.98% | — | +0.02% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.97% | — | +174.04% | |
| 28 | MMM | 3m Co | 股票-工业 | 0.96% | — | +279.44% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.87% | — | +1.25% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.81% | — | +6.29% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.79% | — | -2.21% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | -0.13% | -4.46% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | +0.01% | -7.01% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.65% | — | +1233.25% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.60% | — | -4.67% | |
| 36 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.57% | — | -0.91% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.57% | — | +0.53% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +0.26% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.51% | — | -9.83% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | +0.08% | -2.64% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | -4.76% | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.48% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | +0.08% | +2.27% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | -0.01% | +10.44% | |
| 45 | RY | Royal Bank Of Canada | 股票-金融 | 0.47% | +0.02% | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +4.91% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.44% | — | -4.98% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.43% | — | -13.33% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +17.34% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.41% | -0.12% | EXIT |