CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 1161 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 | 4.53% | — | +102.96% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.06% | — | +237.44% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.74% | +0.86% | +13.31% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.58% | -0.76% | +6.23% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.37% | -1.02% | +2.59% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.94% | — | +29631.95% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.89% | +0.45% | +8.64% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.43% | — | -2.47% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.07% | +0.13% | +318.36% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.00% | +0.05% | +17.91% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.58% | — | +16.72% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.42% | — | +206.05% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | +0.08% | +7.56% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.31% | — | -4.42% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.17% | -0.31% | +19.35% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.07% | — | +11.53% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.03% | +0.09% | +8.58% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.01% | — | +10.34% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.00% | — | +16.10% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | — | +577.85% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.96% | — | +12.93% | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.96% | — | — | |
| 23 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.95% | — | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | — | -1.50% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.93% | — | +2368.14% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.93% | +0.10% | +4387.36% | |
| 27 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.90% | +0.36% | -1.12% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.81% | +0.14% | -6.37% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | — | +6421.42% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | — | +1.04% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | +2.48% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | — | -4.62% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | -1.45% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.09% | -13.74% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.64% | — | -15.72% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | +2.07% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.61% | — | -33.66% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | — | +0.50% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.59% | — | +16.30% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | +26.11% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | — | -2.41% | |
| 42 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.54% | — | +997.21% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | -8.24% | |
| 44 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 0.45% | — | +16.70% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.03% | +355.25% | |
| 46 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.43% | — | -15.65% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.43% | — | +3.49% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | — | +1.78% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | +2.00% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | -2.80% |