CIK: 0001598186
申报总市值
US$19.8亿
仅显示前 200 大持股（共 444 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 22.02% | +9.26% | -0.79% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.74% | -0.09% | -7.21% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-其他 | 5.06% | -0.17% | +6.72% | |
| 4 | IGOV | Ishares International Treasu | ETF-其他 | 3.76% | -0.09% | -8.35% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.83% | — | -0.45% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.35% | -0.22% | +4.52% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.79% | — | +16.59% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.42% | -1.39% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.70% | — | +5.08% | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 1.39% | — | +6.14% | |
| 11 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.16% | — | -0.85% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.02% | — | -91.07% | |
| 13 | PICB | Invesco International Corpor | ETF-其他 | 0.94% | -0.09% | +1.59% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.77% | — | +2.16% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.75% | -0.06% | +0.88% | |
| 16 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.74% | -0.15% | +32.56% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.73% | -0.09% | -9.46% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.70% | -0.06% | -1.68% | |
| 19 | INDA | Ishares Msci India ETF | ETF-其他 | 0.67% | -0.09% | +32.33% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +2.73% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | +0.06% | +1.40% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | +6.78% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.59% | — | -2.84% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | — | +4.36% | |
| 25 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.54% | — | -5.88% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | -3.09% | -0.45% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | — | +3.49% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +11.55% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +1.04% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.47% | -0.11% | +10.53% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +2.36% | |
| 32 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.43% | — | +31.26% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +1.73% | |
| 34 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.43% | — | +17.02% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.42% | — | +5.67% | |
| 36 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.41% | — | -50.33% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.41% | -0.14% | +2.65% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.38% | — | +59.72% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | -2.63% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.38% | — | +2.02% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.37% | — | -2.16% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.36% | — | +0.72% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | -0.06% | -1.35% | |
| 44 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新兴市场 | 0.35% | -0.07% | -15.93% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +3.81% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.34% | — | +2.75% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +0.28% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | +1.48% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.33% | — | +50.16% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.33% | +0.06% | +1.46% |