CIK: 0001471474
申报总市值
US$31.6亿
仅显示前 200 大持股（共 415 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 | 14.28% | -1.73% | +12.03% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.71% | -0.91% | +4.57% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.88% | — | +3.82% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.60% | -1.73% | +211.52% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 3.26% | -0.16% | +10.03% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.16% | — | +33.93% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.59% | -0.46% | -7.50% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.29% | +0.55% | +11.17% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.17% | -0.04% | -3.87% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.13% | -0.14% | +25.50% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.94% | +0.44% | +6.09% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.75% | — | -14.48% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.69% | +0.13% | +48.88% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.51% | -0.10% | +7.26% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.19% | — | +11.01% | |
| 16 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.11% | — | +5.09% | |
| 17 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.04% | — | -20.31% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.99% | — | +58.91% | |
| 19 | SUB | Ishares Short-term National | ETF-其他 | 0.98% | — | +2.93% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.95% | — | -3.49% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | -0.65% | +8.24% | |
| 22 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.93% | — | -20.02% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | +0.03% | +8.64% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.37% | +9.10% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.83% | — | +7.92% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | — | -23.37% | |
| 27 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.79% | — | +7.05% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.78% | — | -4.94% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | — | +1.61% | |
| 30 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.70% | -0.17% | -0.06% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.68% | — | +6.10% | |
| 32 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.65% | — | -2.25% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | — | -0.97% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.62% | — | -17.55% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | +13.98% | |
| 36 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.58% | — | -21.42% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.55% | — | -26.56% | |
| 38 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.50% | — | -61.39% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.48% | — | -12.57% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | -19.80% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | +0.38% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.46% | — | -8.02% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | — | -1.85% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.42% | — | +9.30% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.41% | — | -4.98% | |
| 46 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.41% | — | -7.17% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.40% | — | +4.46% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | +5.31% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.38% | +0.93% | +6.07% | |
| 50 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.37% | — | -4.67% |