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 | 11.82% | — | -1.93% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 8.93% | — | +4.84% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.36% | -0.71% | -4.52% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.85% | -0.27% | -0.15% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.64% | -0.01% | -2.25% | |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.49% | — | +4.48% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.43% | — | +3.78% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 3.20% | — | +12.56% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.17% | +3.60% | -3.13% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.63% | -0.02% | -1.35% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.43% | — | -4.99% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.10% | +0.03% | -6.94% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.90% | +0.05% | +4.60% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.78% | — | -3.70% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.64% | +0.02% | -9.16% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.59% | — | +0.00% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.57% | -0.02% | +0.81% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.33% | +0.03% | -6.02% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.27% | — | -17.79% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.22% | — | -5.13% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.14% | — | -13.21% | |
| 22 | UBS | UBS Group AG | 股票-金融 | 1.02% | — | -5.24% | |
| 23 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.01% | — | -1.72% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.01% | — | -0.52% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.94% | — | -30.04% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.91% | — | -0.05% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | — | -0.37% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.80% | — | -0.33% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.74% | -0.13% | -0.09% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.73% | — | -10.33% | |
| 31 | IDV | Ishares International Select | ETF-其他 | 0.69% | — | +62.72% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.67% | — | -34.15% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.63% | +0.01% | -0.74% | |
| 34 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.61% | — | -6.58% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.01% | -3.88% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | +0.08% | -2.15% | |
| 37 | IYLD | Ishares Morningstar Multi-as | ETF-其他 | 0.52% | — | — | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +0.00% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +735.10% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | +0.08% | -0.08% | |
| 41 | RY | Royal Bank Of Canada | 股票-金融 | 0.50% | +0.02% | — | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.49% | — | — | |
| 43 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.43% | — | — | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | — | -21.37% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | -24.73% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.41% | -0.12% | EXIT | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.40% | — | -11.26% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | -41.38% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.36% | -0.25% | +37.25% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.35% | — | -20.66% |