CIK: 0001512601
申报总市值
US$8.2亿
仅显示前 200 大持股（共 274 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.97% | -0.48% | +2.16% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 7.12% | +0.12% | -3.41% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 6.35% | — | -2.46% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.92% | -0.03% | +0.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.51% | -0.13% | -1.46% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.06% | -0.02% | +4.31% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.79% | +0.27% | -0.04% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.76% | — | +0.38% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.38% | — | +0.63% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.12% | — | +2.04% | |
| 11 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.60% | — | +16.73% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.34% | — | -2.09% | |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.34% | — | -3.05% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.33% | -0.05% | +6.26% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | -0.11% | -6.77% | |
| 16 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 1.21% | — | -1.28% | |
| 17 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.20% | +0.15% | -4.17% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.98% | -0.09% | -18.31% | |
| 19 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.91% | — | -0.24% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | -6.90% | |
| 21 | XVV | Ishares Esg Select Screened | ETF-其他 | 0.81% | — | +0.85% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | +1.56% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | — | -0.67% | |
| 24 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.78% | +0.19% | +0.02% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | -0.18% | +3.02% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.08% | -4.67% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.63% | — | -0.27% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.57% | — | +0.26% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | — | -4.81% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +1.99% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | -0.05% | +2.87% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.51% | — | +7.25% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.50% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | — | +1.92% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.42% | +0.05% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -5.22% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.08% | +0.06% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.35% | — | -1.49% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.35% | — | -0.42% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.32% | — | +1.92% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | — | +3.05% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | -0.37% | |
| 43 | ISCF | Ishares International Small | ETF-其他 | 0.30% | — | -11.17% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.30% | -0.05% | +0.53% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.30% | +0.05% | +0.99% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.29% | +0.06% | -6.82% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.28% | — | -1.30% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | +2.03% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.27% | — | +3.36% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.27% | — | -5.54% |