CIK: 0001598186
申报总市值
US$19.8亿
仅显示前 200 大持股（共 573 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 | BWX | State Street Spdr Bloomberg | ETF-其他 | 3.30% | -0.17% | -23.95% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.17% | -3.09% | +1215.89% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.17% | -0.22% | +8.21% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.42% | +3.11% | |
| 5 | ZIP | Ziprecruiter Inc-a | 股票-其他 | 2.52% | — | — | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 2.07% | +0.07% | +10.06% | |
| 7 | IGOV | Ishares International Treasu | ETF-其他 | 1.99% | -0.09% | -5.60% | |
| 8 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 1.86% | +0.04% | +16.40% | |
| 9 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 1.65% | -0.15% | -0.84% | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 1.58% | — | +20.98% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.55% | -0.19% | -1.92% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.55% | -0.06% | +4.60% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.49% | -0.21% | +2.33% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.41% | -0.09% | +2.30% | |
| 15 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.34% | — | -28.01% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.30% | — | +20.03% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.20% | — | -0.94% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.18% | -0.14% | +2.32% | |
| 19 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新兴市场 | 1.17% | -0.07% | +42.60% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.16% | -0.06% | +18.45% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.03% | — | +13.61% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 1.03% | -0.12% | +2.26% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.01% | -0.09% | -1.05% | |
| 24 | PICB | Invesco International Corpor | ETF-其他 | 0.98% | -0.09% | +3.41% | |
| 25 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.96% | -0.08% | +32.35% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | — | -10.58% | |
| 27 | PGX | Invesco Preferred ETF | ETF-其他 | 0.85% | — | +14.29% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.84% | — | -1.63% | |
| 29 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 0.83% | — | +7.44% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.82% | — | +0.81% | |
| 31 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.81% | — | -0.41% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | — | +2.26% | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.80% | +0.04% | +18.58% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | -0.09% | +19.65% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | +0.33% | +22.93% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.76% | — | +20.93% | |
| 37 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.73% | — | -4.43% | |
| 38 | MBB | Ishares Mbs ETF | ETF-其他 | 0.72% | — | +11.45% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.71% | — | +19.11% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | — | +0.64% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.63% | — | +27.49% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +2.36% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | -0.06% | +0.81% | |
| 44 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.61% | — | -12.67% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | +9.26% | -3.25% | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.58% | — | -6.12% | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.57% | — | -1.08% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +12.07% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.55% | -0.11% | +78.43% | |
| 50 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.54% | — | +6.37% |