CIK: 0001471474
申报总市值
US$31.6亿
仅显示前 200 大持股（共 247 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.11% | -1.73% | +932.55% | |
| 2 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 7.41% | — | -43.64% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.30% | — | -12.14% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.26% | -0.91% | +22.51% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.00% | — | -16.89% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.71% | -0.04% | -0.08% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 3.05% | -0.16% | +15.13% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.87% | -0.46% | -1.16% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.20% | — | -18.01% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.13% | — | +24.92% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.93% | — | -4.10% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | — | +2.77% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.50% | +0.55% | +960.31% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.49% | -0.65% | — | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.43% | — | +975.37% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.36% | +0.44% | +10.52% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.23% | — | +1643.46% | |
| 18 | DRQEUR | Dril-quip INC | 股票-其他 | 1.21% | — | — | |
| 19 | JPM | JP Morgan Exchange Traded Fund | 股票-金融 | 1.19% | — | +1734.99% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.16% | — | -33.47% | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 1.05% | — | -2.44% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | — | -6.84% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +0.37% | +21.04% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | +0.03% | +46.24% | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 0.86% | — | +11.69% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.85% | — | +33.33% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.83% | — | — | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.81% | — | -1.70% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.81% | -0.10% | +364.82% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.79% | — | +61.57% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.74% | — | -12.07% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.74% | — | — | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.73% | — | +209.05% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.71% | — | — | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.71% | -0.14% | +288.12% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | — | -8.32% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +174.65% | |
| 38 | RTH | Vaneck Retail ETF | ETF-其他 | 0.60% | — | -60.52% | |
| 39 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.47% | — | +404.86% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.46% | — | +5.38% | |
| 41 | VBTX | Veritex Holdings INC | 股票-其他 | 0.44% | — | +0.35% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.42% | — | -11.72% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.39% | — | -3.18% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.39% | — | — | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.39% | — | -81.46% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.19% | +11.13% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.36% | — | +1.80% | |
| 48 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.36% | — | -2.41% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | — | -20.46% | |
| 50 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.34% | — | +407.32% |