CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 782 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 | 3.59% | — | +1.18% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.75% | -1.02% | +0.58% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.38% | +0.05% | +1.51% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.18% | -0.76% | +0.08% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 2.16% | +0.36% | -0.32% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.86% | — | +6.39% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.64% | +0.08% | -1.00% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.64% | — | +3.82% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | — | -0.71% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.47% | — | -0.09% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.37% | +0.14% | +7.06% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | — | -0.68% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.27% | — | -1.12% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.23% | — | -14.54% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.17% | — | +6.32% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.16% | — | +0.02% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.16% | — | -1.15% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.09% | — | -0.19% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | — | -6.92% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 0.99% | — | +1.56% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.98% | — | +3.06% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.97% | — | -0.33% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | — | +8.80% | |
| 24 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.92% | — | -0.84% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | — | -3.16% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | — | +1.67% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | -0.38% | +1.45% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.89% | — | +5.01% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.89% | — | -1.31% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | — | -2.36% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.77% | — | +3.16% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.76% | -0.31% | +6.83% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | -3.83% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | +3.77% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | -6.86% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | +2.46% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.64% | — | -0.04% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.64% | -0.28% | -8.27% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.63% | — | +6.14% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | +4.45% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | +0.13% | +1.25% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.59% | — | +9.50% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | +0.60% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.54% | — | -4.93% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.54% | — | +5.36% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.52% | — | +10.04% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | -7.93% | |
| 48 | OKE | Oneok INC | 股票-能源 | 0.50% | — | +3.70% | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.50% | — | -1.55% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | +8.11% |