CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 2463 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 | 6.62% | +0.86% | +36.38% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.90% | +0.45% | +2.85% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.33% | -0.76% | +17.76% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.14% | -1.02% | +6.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.52% | — | +4.67% | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 2.22% | +0.01% | -0.63% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | — | +2.66% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.86% | — | -3.82% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.80% | — | +15.77% | |
| 10 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.54% | -0.20% | +1.84% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.48% | -0.23% | +12.11% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.48% | — | +12.19% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.39% | -0.38% | +848.28% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.33% | +0.08% | +4.26% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.33% | -0.31% | +28.10% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.26% | — | +56.42% | |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.17% | -0.23% | +119374.84% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.13% | — | +0.79% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.03% | +20.62% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | +0.26% | +1.56% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.08% | — | +4.74% | |
| 22 | XMVM | Invesco S&p Midcap Value Wit | ETF-其他 | 1.06% | -0.21% | +4.72% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | +0.05% | +5.20% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.92% | — | +9.76% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.91% | — | -2.99% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | — | -2.18% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.87% | — | +2.33% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.85% | — | +195.19% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | +0.13% | +8.21% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | +0.06% | +2.21% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.78% | +0.10% | +1.69% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.74% | — | +4.37% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.73% | — | +4.02% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.73% | — | +109.68% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.72% | — | +109.62% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | — | +30.49% | |
| 37 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 0.68% | +0.27% | +36.32% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | -0.77% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.66% | +0.09% | -44.02% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.65% | +1.06% | +140209.16% | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.59% | — | -0.44% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.57% | +0.36% | -0.20% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.56% | — | +3.97% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | +35.15% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | — | -5.58% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.45% | — | +40.40% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | — | -3.86% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.43% | — | +248.07% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.43% | — | +25675.58% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | +84.00% |