CIK: 0001599868
申报总市值
US$38.0亿
仅显示前 200 大持股（共 825 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 | 5.39% | +0.86% | -2.65% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.78% | +0.45% | -0.42% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.76% | -1.02% | -2.33% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.61% | -0.76% | +2.39% | |
| 5 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.99% | +0.01% | -4.16% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.90% | — | -1.82% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.61% | — | -5.41% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.53% | -0.38% | +49.33% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | — | +0.20% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.43% | — | +8.85% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.38% | -0.23% | -0.59% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.31% | +0.08% | +5.18% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | +0.03% | +5.81% | |
| 14 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.26% | -0.23% | -0.95% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.23% | — | -7.36% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.19% | — | +7.11% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.16% | +0.05% | +3.68% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.16% | — | +3.09% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.12% | -0.31% | -1.54% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.00% | -0.20% | -28.71% | |
| 21 | XMVM | Invesco S&p Midcap Value Wit | ETF-其他 | 0.97% | -0.21% | +3.50% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.96% | +0.26% | -16.13% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.95% | — | +3.08% | |
| 24 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 0.93% | +0.27% | +30.27% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.88% | +1.06% | -4.50% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | +0.06% | +15.68% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.84% | — | +3.07% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.84% | — | -1.09% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | -0.53% | +1022.10% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.77% | -0.74% | +8213.18% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.75% | +0.10% | +1.77% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.74% | — | +7.50% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.74% | +0.13% | +4.15% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.73% | — | +7.55% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.72% | -0.28% | +145.30% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.71% | — | +7.71% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.66% | — | -12.98% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | — | +15.16% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.65% | — | +1.45% | |
| 40 | BALI | Is US Lrg Cp Pre INC Act-usd | ETF-其他 | 0.62% | — | — | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.61% | — | +2.05% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.61% | +0.36% | -22.43% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | +0.42% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | — | +10.74% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.56% | — | -6.56% | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.54% | — | +2.46% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | -9.63% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | -1.21% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.48% | — | +4.26% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | — | +3.01% |