CIK: 0001552564
申报总市值
US$6.8亿
仅显示前 200 大持股（共 744 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 | IGF | Ishares Global Infrastructur | ETF-其他 | 11.38% | — | -22.11% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 9.63% | — | +14.49% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.93% | — | -2.70% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.45% | — | -34.30% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.12% | — | -0.40% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.70% | — | +7.43% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.79% | — | -2.28% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.90% | — | +954.11% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.76% | — | +16.15% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.75% | — | +128.19% | |
| 11 | DREUSD | Duke Realty CORP | 股票-其他 | 2.66% | — | +52.25% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.77% | — | +0.80% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.74% | — | +5.94% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.71% | — | -1.51% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.42% | — | -0.17% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.39% | — | -4.05% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.03% | — | +9.81% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.93% | — | +5.53% | |
| 19 | BERYEUR | Berry Global Group INC | 股票-其他 | 0.90% | — | +38.10% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.74% | — | +0.99% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.73% | — | +2003.90% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.70% | — | +0.27% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.70% | — | -17.01% | |
| 24 | BLKB | Blackbaud INC | 股票-其他 | 0.66% | — | -9.83% | |
| 25 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.63% | — | +7.52% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | +1.33% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | — | +10.01% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.42% | — | -3.73% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | +0.06% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.39% | — | +11.06% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.35% | — | -41.67% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | +0.73% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | -5.98% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | +6.73% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | — | -6.82% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.30% | — | -34.03% | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.30% | — | +8.53% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.29% | — | -13.03% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.29% | — | +4.87% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | — | -9.24% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.26% | — | +8.28% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.25% | — | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.23% | — | -6.36% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.22% | — | +212.00% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.21% | — | +85.81% | |
| 47 | FISV | Fiserv INC | 股票-其他 | 0.20% | — | -0.13% | |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.19% | — | — | |
| 49 | SUB | Ishares Short-term National | ETF-其他 | 0.19% | — | -55.96% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | — | -12.56% |