CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 1211 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 | VUG | Vanguard Growth ETF | ETF-其他 | 5.01% | +0.86% | +14.95% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.17% | -1.02% | +5.35% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.05% | -0.76% | +10.37% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.99% | +0.45% | +10.05% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.68% | — | +1.08% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.43% | — | -3.63% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | +0.05% | +8.06% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.17% | — | -6.01% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.04% | — | -0.00% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.65% | +0.08% | +5.11% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.55% | — | +99.64% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.48% | — | +5.90% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.41% | -0.31% | +16.84% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.32% | — | +10.80% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.31% | +0.13% | -3.46% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.30% | +0.09% | +9.08% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.16% | — | +7.69% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.14% | — | +9.71% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | — | -0.72% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.02% | — | +7.96% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.92% | — | +6.55% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.90% | +0.36% | -5.16% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.88% | — | -5.30% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.88% | +0.14% | -0.92% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.83% | — | +13.27% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.81% | — | -1.19% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.75% | — | +94.77% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | — | +7.41% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.70% | — | -5.74% | |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.69% | — | +8.76% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.63% | — | +9.80% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.59% | — | -0.18% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | — | +5.99% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.53% | — | -12.01% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | -7.21% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -1.75% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.51% | +0.10% | +1.37% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.03% | -5.19% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | -0.93% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +3.13% | |
| 41 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.49% | — | +0.80% | |
| 42 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 0.49% | — | +9.89% | |
| 43 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.46% | — | +0.35% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | +0.73% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | +1.77% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | -11.58% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.45% | — | +1.54% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | +6.58% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.45% | — | +8.07% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.43% | — | +2.06% |