CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 711 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 | 6.81% | +0.86% | -1.44% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.89% | +0.45% | -0.64% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.25% | -0.76% | -3.56% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.02% | -1.02% | -0.69% | |
| 5 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 2.52% | — | -1.81% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.43% | — | -5.76% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 2.37% | +0.01% | +0.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.81% | — | -8.63% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.69% | -0.20% | +0.00% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.59% | -0.23% | +1.12% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.56% | — | +1.48% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.56% | — | +0.78% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | +0.03% | +0.27% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.45% | +0.08% | +5.15% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.42% | -0.23% | +3.26% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.28% | -0.31% | -1.87% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.22% | — | -0.15% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.21% | +0.26% | +7.75% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.18% | — | +6.64% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.17% | +0.05% | +2.78% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.13% | -0.38% | +4.51% | |
| 22 | XMVM | Invesco S&p Midcap Value Wit | ETF-其他 | 1.02% | -0.21% | -1.06% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.01% | — | +3.47% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.97% | +1.06% | -7.80% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | +0.06% | +4.73% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | — | -3.79% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.92% | — | -1.04% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.88% | — | +3.53% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.87% | — | -4.13% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | +0.13% | +0.53% | |
| 31 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 0.85% | +0.27% | +0.54% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.83% | — | -2.39% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.77% | +0.10% | +4.60% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.76% | — | -3.48% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.76% | — | -15.61% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.73% | — | +4.87% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.72% | +0.36% | +19.75% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.71% | — | +4.23% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.71% | — | +3.77% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.70% | — | +0.50% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.63% | — | +0.84% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | — | -1.54% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.58% | — | +1.86% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | -1.01% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | -1.31% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.46% | — | +11.65% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | — | +1.50% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.46% | — | -0.66% | |
| 49 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.45% | — | +11.57% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | +1.64% | +16.12% |