CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 810 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.43% | — | -1.54% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.78% | -1.02% | -0.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.48% | +0.05% | +1.00% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 2.21% | +0.36% | -4.71% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.16% | -0.76% | -1.78% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.83% | — | +0.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | — | -1.07% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.65% | +0.08% | -0.81% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.60% | — | +6.74% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.44% | — | -1.70% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.35% | — | +0.05% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.34% | — | -10.77% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | +6.61% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.22% | +0.14% | -1.20% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.15% | — | -2.99% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.13% | — | -1.21% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.12% | — | +2.55% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.09% | — | -2.77% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.00% | — | +12.17% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.97% | — | +7.79% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | — | -16.76% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | — | +2.95% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.93% | — | +2.27% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.92% | -0.38% | +10.24% | |
| 25 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.90% | — | +0.95% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | -7.31% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.87% | — | +6.30% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +3.22% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | — | -1.90% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | -6.68% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | -11.54% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.73% | — | +17.37% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.70% | -0.28% | -8.53% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | +4.70% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.68% | -0.31% | -1.45% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | — | -10.03% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | +14.93% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.64% | — | -2.02% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.63% | — | -0.38% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | -6.91% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.61% | — | +0.09% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.61% | — | -9.49% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | +0.13% | +21.31% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.56% | — | +9.72% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.54% | — | -3.91% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.53% | — | -0.82% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -5.57% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | +53.66% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.52% | — | -3.70% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | -7.04% |