CIK: 0001419186
申报总市值
US$388.0亿
仅显示前 200 大持股（共 3083 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 | 3.76% | -0.18% | +3.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.56% | -0.27% | -3.16% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.23% | — | +0.70% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.95% | -0.25% | +8.81% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.63% | — | +1.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.61% | +0.22% | -0.07% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | -0.17% | -1.13% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.36% | -2.43% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.19% | — | -0.19% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.00% | — | -0.79% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | -0.17% | +2.95% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.87% | — | -0.57% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | +0.24% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | +8.37% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.68% | — | -26.05% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.63% | — | +1.89% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.16% | +306.18% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.13% | -0.10% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | — | -3.65% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | +15.17% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | +11.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | -2.65% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.54% | -0.12% | -4.30% | |
| 24 | ARKK | Ark Innovation ETF | ETF-其他 | 0.52% | — | -4.55% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | -0.07% | +39.94% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.11% | -1.36% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | -6.40% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | +0.05% | -44.31% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | — | +1.13% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | -17.53% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -2.94% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | -0.10% | +0.71% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | +0.05% | -0.65% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | +0.08% | +8.16% | |
| 35 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.44% | — | +8.65% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | — | +8.66% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | — | +2.60% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | +0.04% | -11.79% | |
| 39 | FTCS | First Trust Capital Strength | ETF-其他 | 0.42% | — | +4.23% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.06% | -8.35% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | -0.17% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | — | +9.03% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | +0.07% | -25.24% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.38% | — | +0.46% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | — | -7.20% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | +0.07% | +2.70% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.35% | — | -2.72% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.35% | — | +4.61% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.35% | — | +19.05% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | -2.23% |