CIK: 0001433541
申报总市值
US$40.5亿
仅显示前 200 大持股（共 338 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.31% | +3.60% | +5.41% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 10.76% | -0.29% | +7.33% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 10.73% | -0.71% | +2.82% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 8.30% | — | +1.34% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 6.02% | -0.68% | -1.63% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.85% | -0.27% | +0.12% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.08% | -0.01% | +0.53% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.54% | -0.13% | +7.77% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.26% | -0.25% | -1.96% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.13% | +0.05% | +1.85% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.96% | +0.03% | -4.08% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.14% | +0.03% | -1.42% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.13% | — | +2.82% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | -0.02% | -1.23% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | +7.71% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.98% | -0.02% | -1.38% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.97% | -0.03% | +1.89% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.93% | -0.05% | +5.84% | |
| 19 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.89% | -0.03% | -1.57% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.87% | — | -4.60% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | +0.08% | -0.07% | |
| 22 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.76% | +0.01% | +2.33% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | -0.02% | -0.02% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.70% | -0.04% | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | +0.02% | +8.40% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | +0.01% | +16.02% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.59% | — | +0.49% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.59% | — | +7.16% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | +0.08% | -5.46% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | -0.03% | -1.22% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.55% | — | -6.62% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.01% | -12.06% | |
| 33 | PWRD | Tcw Transform Systems ETF | ETF-其他 | 0.45% | +0.04% | +8.79% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +1.06% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.43% | — | -3.07% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.40% | — | -0.35% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | +0.02% | +2.39% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.39% | — | -0.34% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.37% | -0.01% | +4.03% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.35% | — | +0.00% | |
| 41 | DFAT | Dimensional US Target Value | ETF-其他 | 0.33% | -0.02% | -1.53% | |
| 42 | DFIV | Dimensional International Va | ETF-其他 | 0.31% | — | +0.28% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | +0.05% | -8.34% | |
| 44 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.29% | +0.07% | +0.96% | |
| 45 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.26% | — | +7.77% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | — | -1.95% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.26% | +0.04% | -3.27% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.24% | +0.06% | +5.43% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | — | +2.36% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | -4.56% |