CIK: 0001433541
申报总市值
US$40.5亿
仅显示前 200 大持股（共 212 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 | 17.30% | — | +6.62% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.84% | -0.27% | +1.38% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.76% | — | -0.06% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.62% | -0.71% | -2.99% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.05% | — | +4.65% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.78% | -0.01% | -0.16% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.15% | — | -34.76% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.01% | — | -33.41% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | +3.60% | -4.75% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.66% | -0.29% | +14903.92% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.63% | +0.05% | -0.45% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.53% | -0.02% | +3.73% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.97% | — | -9.08% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.96% | +0.03% | -6.13% | |
| 15 | UBS | UBS Group AG | 股票-金融 | 1.75% | — | -66.61% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.67% | — | +2.01% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.60% | +0.02% | -0.58% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | — | -1.72% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.26% | +0.03% | -0.42% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.14% | -0.02% | +1.78% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.11% | -0.13% | -0.31% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.06% | — | +0.13% | |
| 23 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.98% | — | +1.02% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | +0.08% | -6.58% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | — | -4.87% | |
| 26 | IDV | Ishares International Select | ETF-其他 | 0.72% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.71% | +0.01% | -0.42% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.70% | — | -3.15% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | +3.28% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.64% | -0.25% | -3.41% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.01% | -1.32% | |
| 32 | IYLD | Ishares Morningstar Multi-as | ETF-其他 | 0.59% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | -6.32% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.58% | — | +0.62% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.57% | — | -7.44% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.54% | — | +0.22% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.54% | — | -27.50% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.08% | -4.14% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | +0.01% | +16.90% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.44% | — | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.39% | — | +1.28% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.35% | — | -0.41% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.34% | — | +0.65% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.34% | — | -3.94% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | — | -30.30% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.32% | +0.04% | -4.92% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | -2.42% | |
| 48 | UBS | UBS Group AG | 股票-金融 | 0.29% | — | -52.04% | |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.29% | — | — | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.28% | — | — |