CIK: 0001475896
申报总市值
US$14.3亿
仅显示前 200 大持股（共 598 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 | 5.96% | -0.57% | +17.95% | |
| 2 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 4.76% | — | +45.58% | |
| 3 | ✓ | 股票-其他 | 4.55% | — | +46.26% | ||
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.76% | — | +7.87% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.89% | — | -0.87% | |
| 6 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.53% | — | +7.55% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.01% | — | +13.87% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.87% | — | +6.74% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.84% | — | -4.27% | |
| 10 | BA | Boeing Co/the | 股票-工业 | 1.62% | — | -2.60% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.33% | -1.74% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.39% | — | -7.97% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.39% | — | +9.58% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | -0.16% | -9.49% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.10% | +5.28% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.27% | -0.44% | +0.40% | |
| 17 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.26% | — | +17.21% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | -0.05% | +2.93% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.18% | — | +15.48% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.11% | -0.39% | -10.67% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.10% | -0.23% | +4.97% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | -0.39% | +4.59% | |
| 23 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.00% | — | +8.47% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.97% | — | +1.63% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.94% | — | +0.26% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.93% | — | +85.32% | |
| 27 | ✓ | Ishares Tr | 股票-其他 | 0.93% | — | +82.51% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.91% | — | +0.96% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | -0.07% | +13.34% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | -0.11% | +4.18% | |
| 31 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.90% | — | +13.96% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | -0.04% | +4.66% | |
| 33 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.82% | — | +0.32% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.81% | — | +3.90% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.80% | — | +22.72% | |
| 36 | QEMM | State Street Spdr Msci Emerg | ETF-其他 | 0.78% | — | -22.43% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | -0.05% | +4.71% | |
| 38 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.74% | — | +11.84% | |
| 39 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.68% | — | — | |
| 40 | AXP | American Express Co | 股票-金融 | 0.67% | -0.13% | +5.54% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | +8.66% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.62% | — | -1.03% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.06% | -0.36% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +4.33% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.57% | — | -25.88% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | +9.86% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | +4.27% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +4.89% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.54% | — | +2.12% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +15.74% |