CIK: 0001475896
申报总市值
US$14.3亿
仅显示前 200 大持股（共 811 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 | 5.29% | — | +18.36% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.52% | — | -0.72% | |
| 3 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 3.16% | — | +34.84% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.72% | — | +0.89% | |
| 5 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.07% | — | +19.69% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.02% | -0.57% | +6.82% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.99% | — | +12.05% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.44% | +7.94% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.33% | +10.50% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.70% | — | — | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.53% | — | +23.83% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | -0.10% | +8.31% | |
| 13 | BA | Boeing Co/the | 股票-工业 | 1.44% | — | +1.51% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.44% | — | +11.16% | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.40% | — | +16.25% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.38% | — | — | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.34% | — | +34.03% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | -0.16% | +0.95% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.25% | -0.39% | +20.23% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.21% | -0.23% | +3.31% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.21% | — | +31.10% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | -0.05% | +5.83% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.15% | — | +1025.30% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | +1289.67% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | -0.39% | -0.82% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.99% | — | -0.30% | |
| 27 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.99% | — | +5.26% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.98% | — | +14.91% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | -0.11% | +14.59% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.90% | — | -1.13% | |
| 31 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.88% | — | +11.79% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | — | +6.54% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.84% | -0.05% | +11.45% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | -0.04% | +12.14% | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.81% | — | +10.91% | |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.79% | — | -1.68% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.77% | — | +0.23% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.73% | — | +29.22% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.69% | -0.13% | +17.68% | |
| 40 | ✓ | Ishares Tr | 股票-其他 | 0.69% | — | +96.83% | |
| 41 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.67% | — | +0.20% | |
| 42 | QEMM | State Street Spdr Msci Emerg | ETF-其他 | 0.66% | — | -0.61% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | +21.92% | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.65% | — | +13.36% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.65% | — | +18.01% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | -8.29% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.62% | — | +2.11% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +14.94% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.62% | — | +4.43% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | +20.87% |