CIK: 0001512024
申报总市值
US$573.0亿
仅显示前 200 大持股（共 2050 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 | 3.69% | — | +9.40% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.17% | +0.07% | +1.71% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.92% | — | +112.12% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.65% | -0.04% | +7.32% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.38% | -6.34% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.73% | — | +23.66% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.61% | -0.06% | -39.64% | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.55% | — | — | |
| 9 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 1.54% | — | +17844.26% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.51% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.46% | +0.03% | +20.34% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.28% | — | +1777.26% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.14% | — | -53.04% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | +0.05% | +2.13% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.98% | — | -8.47% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.96% | — | -16.51% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +3.52% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | — | +8.56% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.90% | — | -1.11% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | +19.49% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.85% | — | -3.97% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.16% | +2.16% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | -0.01% | +9.04% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.71% | — | +14.46% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +0.16% | -0.09% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.11% | -11.35% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | — | +6.48% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.67% | — | +0.25% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | -0.21% | +3.30% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.63% | — | +6.62% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | +6.35% | |
| 32 | GPRK | GeoPark Limited | 股票-其他 | 0.62% | — | -8.55% | |
| 33 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.60% | — | +4.72% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.22% | -4.91% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +0.07% | -6.43% | |
| 36 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.58% | — | -4.70% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | — | +5.18% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.56% | — | +21.37% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.56% | -0.23% | +35.10% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | — | +4.49% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | +0.09% | +2.65% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.54% | — | +2905.14% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.51% | — | +0.27% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.05% | -5.56% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.50% | — | +27.54% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | +0.06% | +4.71% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | +3.20% | |
| 48 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.47% | — | +30.47% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | +0.07% | +0.80% | |
| 50 | JEF | Jefferies Financial Group In | 股票-金融 | 0.41% | — | +2.19% |