CIK: 0001433541
申报总市值
US$40.5亿
仅显示前 200 大持股（共 231 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 | 13.43% | — | +0.33% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 5.49% | — | -26.14% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.63% | — | -44.43% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.03% | -0.71% | +4.14% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.89% | -0.27% | +2.41% | |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.86% | — | +11.36% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.74% | — | +5.53% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.38% | -0.01% | -0.11% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.32% | — | -13.08% | |
| 10 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 3.05% | — | -57.88% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.86% | +3.60% | +0.87% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.64% | +0.05% | -15.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.18% | -0.02% | -4.84% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.06% | — | -13.01% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.70% | +0.03% | +1.73% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.53% | +0.02% | +8.30% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | — | -8.64% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.37% | — | -9.88% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.31% | — | -20.49% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.11% | +0.03% | -12.15% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.07% | — | -51.19% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.06% | -0.02% | -28.94% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.02% | -0.13% | -4.05% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | — | -0.01% | |
| 25 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.89% | — | -19.03% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | — | -3.70% | |
| 27 | UBS | UBS Group AG | 股票-金融 | 0.74% | — | -56.31% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.73% | -0.25% | -73.60% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.71% | — | -14.05% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.70% | — | -7.58% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | +0.08% | +22.24% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.67% | — | -20.46% | |
| 33 | IDV | Ishares International Select | ETF-其他 | 0.66% | — | +7.08% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.65% | +0.01% | +4.64% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | — | -48.87% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.59% | — | -28.59% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.50% | — | -0.33% | |
| 38 | IYLD | Ishares Morningstar Multi-as | ETF-其他 | 0.49% | — | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.01% | -4.02% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | — | +25.79% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.48% | — | +3.64% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | +0.08% | -4.96% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.45% | — | -21.86% | |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.45% | — | — | |
| 45 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.39% | — | — | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.39% | -0.12% | EXIT | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.37% | — | -4.16% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | -0.63% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.34% | — | -4.07% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.33% | — | — |