CIK: 0001598186
申报总市值
US$19.8亿
仅显示前 200 大持股（共 580 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 | 10.79% | +9.26% | -21.27% | |
| 2 | IGOV | Ishares International Treasu | ETF-其他 | 3.15% | -0.09% | -13.85% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.92% | -0.09% | +29.56% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.49% | -0.22% | +1.55% | |
| 5 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.31% | -0.17% | +15.43% | |
| 6 | ZIP | Ziprecruiter Inc-a | 股票-其他 | 2.23% | — | -1.12% | |
| 7 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 2.05% | — | +94.05% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.03% | -0.19% | +10.42% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.42% | +2.89% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 1.76% | +0.07% | +15.95% | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 1.66% | — | -2.57% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.59% | +0.04% | +8.73% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.49% | — | +3514.86% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.44% | -0.06% | -2.67% | |
| 15 | PGX | Invesco Preferred ETF | ETF-其他 | 1.12% | — | +13.48% | |
| 16 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.10% | — | +29.07% | |
| 17 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 1.05% | -0.15% | +4.63% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 0.96% | -0.12% | +102.18% | |
| 19 | PICB | Invesco International Corpor | ETF-其他 | 0.94% | -0.09% | +38.48% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.92% | -0.21% | +73.34% | |
| 21 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.91% | — | +130.50% | |
| 22 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 0.91% | — | +75.98% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.90% | — | +1403.32% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.86% | — | -6.82% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.86% | — | +1883.21% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.84% | — | +225.85% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.83% | — | +21.21% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.83% | — | +28.66% | |
| 29 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 0.80% | +0.04% | +88.54% | |
| 30 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.80% | -0.09% | +152.33% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.75% | +0.33% | +15.20% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.68% | — | -16.79% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.66% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | — | +20.00% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.62% | — | -9.93% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.62% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | +0.06% | +14.66% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.57% | +0.04% | — | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | -0.06% | +9.18% | |
| 40 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.55% | — | — | |
| 41 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.55% | — | -2.57% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.54% | — | — | |
| 43 | AGL | agilon health, inc. | 股票-其他 | 0.54% | — | +0.03% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | -43.29% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +1915.82% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | +1994.81% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.50% | -0.14% | +1.96% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.49% | -0.09% | +2.46% | |
| 49 | IEV | Ishares Europe ETF | ETF-其他 | 0.47% | +0.70% | — | |
| 50 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.44% | — | +1.26% |