CIK: 0001471474
申报总市值
US$31.6亿
仅显示前 200 大持股（共 417 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 | 13.44% | -1.73% | +8.66% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.60% | -0.91% | -11.70% | |
| 3 | MBB | Ishares Mbs ETF | ETF-其他 | 3.41% | -0.16% | -1.39% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.30% | — | +21.05% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.88% | -0.04% | +1.82% | |
| 6 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 2.45% | — | +80.38% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.34% | — | +2433.53% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.31% | +0.55% | +17.23% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.10% | +0.44% | +172.49% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.87% | — | -9.82% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.72% | -0.46% | -8.29% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.71% | -0.10% | +2.79% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 1.61% | — | +5.92% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.57% | -0.14% | -4.79% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.51% | — | +913.84% | |
| 16 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.36% | — | +76.72% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.36% | +0.13% | +120.25% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.31% | — | +21.74% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.26% | — | +1267.79% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | +0.37% | -5.12% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.17% | -0.65% | -14.93% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.14% | — | +13.15% | |
| 23 | TH | Target Hospitality CORP | 股票-其他 | 1.12% | — | +0.57% | |
| 24 | VBTX | Veritex Holdings INC | 股票-其他 | 1.01% | — | -4.15% | |
| 25 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.00% | -0.17% | +187.03% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.94% | — | +17.37% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | — | +5.08% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.86% | — | +2.78% | |
| 29 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.82% | — | +103.82% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.79% | — | +7.60% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.76% | — | +2.17% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.74% | — | +51.68% | |
| 33 | SUB | Ishares Short-term National | ETF-其他 | 0.72% | — | -0.12% | |
| 34 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.62% | — | +6.57% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.61% | — | +9.82% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.61% | -0.29% | EXIT | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.57% | — | +4.82% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | — | +1.17% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.57% | — | +26.08% | |
| 40 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.57% | — | +106.40% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.56% | — | -2.91% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.54% | -0.06% | +1.79% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.52% | — | -54.21% | |
| 44 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.48% | — | +15.11% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.19% | +2.54% | |
| 46 | VDE | Vanguard Energy ETF | ETF-其他 | 0.46% | — | -23.48% | |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.44% | — | +34.50% | |
| 48 | EMLP | First Trust North American E | ETF-其他 | 0.42% | — | +305.14% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | +36.85% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | +0.04% | +2167.24% |