CIK: 0001475896
申报总市值
US$14.3亿
仅显示前 200 大持股（共 594 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.80% | -0.57% | +83.44% | |
| 2 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 3.19% | — | +16.32% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.19% | — | -10.29% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.99% | — | +11.03% | |
| 5 | ✓ | 股票-其他 | 2.98% | — | +16.15% | ||
| 6 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.93% | — | +15.57% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.24% | — | -19.41% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.09% | — | +1.60% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.03% | — | +19.28% | |
| 10 | BA | Boeing Co/the | 股票-工业 | 1.81% | — | +1.88% | |
| 11 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.80% | -0.39% | -7.09% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.74% | — | +42.11% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.54% | -0.16% | +1.44% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.33% | +6.50% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.43% | — | +15.57% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.38% | — | +12.30% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.10% | -3.16% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.28% | -0.44% | +15.95% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.24% | +0.07% | +4.83% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.16% | — | +4.39% | |
| 21 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.13% | — | +3.37% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.11% | -0.23% | +22.66% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.02% | — | +52.12% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.00% | -0.05% | +32.58% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.00% | — | -13.58% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.98% | — | +3.76% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | — | -2.22% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.95% | — | -0.92% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.94% | — | +1.77% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | -0.05% | +5.20% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.92% | — | +7.38% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | -0.07% | +8.58% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.86% | — | +0.30% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | -0.39% | +18.20% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | — | -16.08% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.11% | +5.29% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.79% | -0.04% | -2.86% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.76% | — | -2.79% | |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.76% | — | +7.78% | |
| 40 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.74% | — | — | |
| 41 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.71% | — | +37.20% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | +3.77% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.66% | — | +6.86% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +6.02% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | +13.71% | |
| 46 | QEMM | State Street Spdr Msci Emerg | ETF-其他 | 0.61% | — | +8.17% | |
| 47 | MMM | 3m Co | 股票-工业 | 0.59% | — | -1.69% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.59% | — | +8.82% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.58% | -0.13% | -5.22% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | +0.30% | NEW |