CIK: 0001475896
申报总市值
US$14.3亿
仅显示前 200 大持股（共 664 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.89% | — | +22.42% | |
| 2 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 3.68% | — | +7.62% | |
| 3 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 3.12% | — | -2.26% | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 3.02% | — | -2.75% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.64% | — | +3.37% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.47% | — | -2.58% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.35% | -0.23% | +0.68% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | -0.33% | +1.01% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.44% | -11.34% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.00% | — | -2.38% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.88% | — | -0.16% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.85% | — | — | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.77% | -0.16% | -2.05% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.72% | -0.57% | -7.10% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.55% | — | -1.36% | |
| 16 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 1.36% | — | -0.58% | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.34% | — | -3.33% | |
| 18 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.33% | -0.39% | +41.85% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.26% | — | +21.85% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.14% | — | -18.49% | |
| 21 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.10% | — | -20.88% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.06% | -0.09% | -8.46% | |
| 23 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 1.04% | — | -23.54% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | -0.39% | -0.92% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.10% | +8.90% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.86% | — | +5.00% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.11% | +5.82% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.83% | — | +17.74% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | -0.05% | +7.49% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.80% | — | -2.49% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.79% | -0.04% | -1.00% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.79% | — | -0.13% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.79% | — | +2.74% | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.72% | — | -4.29% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | -0.05% | +8.17% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.68% | — | -10.21% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | +8.54% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | -0.53% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | +1.61% | |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.62% | — | -29.62% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.06% | -2.42% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | — | +6.89% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.58% | -0.13% | +8.08% | |
| 44 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.57% | — | +2.47% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | +7.79% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.57% | — | +3.02% | |
| 47 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.56% | — | +19.98% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | -0.07% | +1.89% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.54% | — | +0.13% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | +8.75% |