CIK: 0001433541
申报总市值
US$40.5亿
仅显示前 200 大持股（共 239 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 | 11.79% | — | +189.64% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 7.86% | — | +157.49% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.67% | -0.71% | +181.30% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.70% | -0.27% | +271.05% | |
| 5 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.67% | — | +203.58% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.54% | -0.01% | +235.43% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.27% | +3.60% | +70.69% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.03% | — | +201.53% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.03% | — | +279.56% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.79% | — | +692.90% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.37% | -0.02% | +62.68% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.17% | +0.05% | +133.45% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.03% | — | +727.59% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.82% | +0.03% | +1003.89% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | — | +62.03% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.78% | — | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.77% | +0.02% | +372.64% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.71% | -0.02% | +71.47% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.40% | — | +783.56% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.31% | +0.03% | +61.48% | |
| 21 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.28% | — | +1182.74% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.06% | — | +531.93% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 1.03% | — | — | |
| 24 | UBS | UBS Group AG | 股票-金融 | 0.98% | — | +226.34% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.96% | — | +1668.07% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.89% | — | +133.46% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.89% | — | +306.33% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.87% | — | +229.25% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.86% | — | +72.13% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | — | +42.52% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.81% | -0.13% | +94.46% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | +0.01% | +110.44% | |
| 33 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.65% | — | -12.13% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.63% | — | — | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.56% | — | +809.13% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | +185.26% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.52% | — | — | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.52% | — | — | |
| 40 | RY | Royal Bank Of Canada | 股票-金融 | 0.49% | +0.02% | — | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.48% | — | +634.93% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.08% | +981.63% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.47% | — | +398.98% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | +0.08% | +539.73% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +1252.42% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.42% | -0.12% | EXIT | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.01% | +656.64% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.36% | — | +819.71% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +1060.56% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.33% | — | +498.16% |