CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 1536 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.85% | +0.45% | +3.75% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.47% | +0.86% | +0.84% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.59% | -1.02% | -1.67% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.25% | -0.76% | +2.78% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.77% | — | +0.92% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.58% | — | -1.11% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 2.55% | +0.01% | +26.09% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.24% | +0.05% | -8.53% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.16% | — | -3.45% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.95% | — | -1.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.61% | +0.08% | +6.66% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.54% | +0.09% | +9.81% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.34% | — | +6.22% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.31% | — | -14.29% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.26% | — | -2.98% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.24% | -0.31% | +5.03% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.19% | — | +23.03% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | — | +3.14% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.15% | — | -0.55% | |
| 20 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.10% | -0.23% | +2883.45% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.09% | — | +12.63% | |
| 22 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.09% | — | +19.05% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.01% | — | +6.72% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.99% | — | +8.95% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.97% | — | +8.74% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.90% | +0.13% | -0.86% | |
| 27 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.81% | — | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.80% | — | -24.73% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.79% | — | -4.03% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.70% | +0.10% | +60.82% | |
| 31 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.69% | -0.20% | — | |
| 32 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.69% | — | -2.91% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.69% | — | +10.52% | |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.68% | — | +8.76% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | +3.07% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +0.03% | -1.44% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.60% | — | -5.91% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | -21.18% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | +0.99% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.55% | — | -0.55% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.54% | +0.36% | -7.35% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -3.24% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | — | -4.10% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | — | +0.49% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | — | -5.90% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | — | +0.42% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | +0.14% | -11.20% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | -42.32% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | — | -6.64% | |
| 50 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.43% | — | +1.54% |