CIK: 0001475896
申报总市值
US$14.3亿
仅显示前 200 大持股（共 633 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 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 5.26% | — | +6.98% | |
| 2 | ✓ | 股票-其他 | 5.08% | — | +8.25% | ||
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.85% | — | -1.65% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.93% | — | +0.89% | |
| 5 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.76% | — | +5.68% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.05% | -0.57% | -66.80% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.03% | — | +4.67% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.96% | — | -4.97% | |
| 9 | BA | Boeing Co/the | 股票-工业 | 1.95% | — | +11.85% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.33% | +3.80% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.58% | -0.44% | +7.00% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.41% | — | +8.32% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.16% | +8.43% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.10% | -3.94% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.39% | — | +1.85% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.35% | — | +8.81% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.29% | -0.23% | +12.29% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | -0.05% | +0.13% | |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.18% | — | +12.48% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.15% | -0.39% | +0.51% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | -0.39% | -0.84% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.10% | — | -42.37% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.09% | — | +12.62% | |
| 24 | ✓ | Ishares Tr | 股票-其他 | 1.06% | — | +11.10% | |
| 25 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 1.02% | — | +20.56% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.02% | — | +1.27% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.99% | — | +4.06% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | -0.04% | -3.10% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.92% | — | -34.07% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.11% | -3.48% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.86% | — | -2.44% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.86% | — | +10.24% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.85% | — | +0.27% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | -6.64% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.84% | — | +4.49% | |
| 36 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.74% | — | +5.32% | |
| 37 | QEMM | State Street Spdr Msci Emerg | ETF-其他 | 0.74% | — | -5.34% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | -0.05% | -8.06% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.66% | -0.13% | -1.33% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | +0.02% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | +32.80% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +1.54% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.63% | — | +0.57% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.62% | — | +3.97% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | -0.07% | -36.87% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | -5.76% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | — | +4.07% | |
| 48 | UTXZ | United Tech CORP | 股票-其他 | 0.59% | — | +5.17% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.06% | +1.31% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.55% | — | +5.42% |