CIK: 0001419186
申报总市值
US$388.0亿
仅显示前 200 大持股（共 2273 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.37% | -0.18% | +8.45% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.93% | — | +10.53% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.17% | -0.27% | +2.25% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.80% | +0.22% | +8.33% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | — | +13.04% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.41% | — | -0.51% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 1.32% | — | +17.63% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | -0.17% | +5.30% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | -1.10% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | -0.17% | -0.54% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | -0.25% | +0.95% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.84% | — | +27.51% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -0.36% | +3.89% | |
| 14 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-其他 | 0.81% | — | +4.38% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.13% | +0.48% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.78% | — | -0.91% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | — | +0.42% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | +0.05% | +0.62% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.70% | — | +6.21% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.64% | — | +12.66% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.60% | — | +4.77% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.57% | — | +16.68% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.57% | — | +16.69% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | — | +16.94% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.56% | — | +43.13% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | +0.05% | +3.38% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.06% | +3.32% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | — | +4.21% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | -4.92% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.51% | — | -2.61% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.13% | +1.09% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | +9.67% | |
| 33 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.47% | — | +1.91% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | +83.88% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | — | +52.23% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | +5.27% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.42% | — | +23.16% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -14.18% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.41% | — | +9.28% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | +0.07% | -15.30% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.38% | — | -8.77% | |
| 42 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.38% | — | -24.08% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | -0.10% | -4.35% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.36% | — | -0.79% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | — | +1.35% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.36% | — | +17.94% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.36% | — | -14.03% | |
| 48 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.35% | — | -4.54% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | -0.11% | +0.91% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | +7.65% |