CIK: 0001599084
申报总市值
US$4.9亿
仅显示前 200 大持股（共 230 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 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 9.91% | -0.05% | +7.16% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 7.58% | — | +7.97% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.22% | +0.14% | +5.48% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 6.54% | -0.22% | +6.78% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.66% | +0.09% | +4.21% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.43% | +0.29% | +10.27% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.10% | -0.06% | +5.22% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.45% | — | +18.19% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.40% | -0.01% | +5.30% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.21% | — | -0.58% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.94% | -0.09% | +0.23% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.82% | — | +1.64% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.61% | -0.15% | +5.21% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.54% | — | +4.42% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.34% | -0.01% | +14.10% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.96% | +0.14% | +14.57% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.93% | — | +5.44% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.78% | — | +1.94% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.72% | — | -3.43% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.68% | — | +30.15% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.57% | — | -5.68% | |
| 22 | XLB | Ss Materials Select Sector | ETF-其他 | 1.41% | — | +8.44% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.39% | +0.03% | +8.74% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.37% | -0.10% | +4.20% | |
| 25 | VAW | Vanguard Materials ETF | ETF-其他 | 1.29% | — | +4.50% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.21% | — | +6.38% | |
| 27 | MXI | Ishares Global Materials ETF | ETF-其他 | 1.17% | — | -5.69% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.06% | — | +0.93% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.84% | — | +14.54% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.77% | -0.01% | -1.65% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | -0.08% | +13.89% | |
| 32 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.72% | — | +7.48% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.54% | +0.10% | +10.73% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.50% | — | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | -26.37% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.43% | — | +8.53% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.29% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | — | +0.51% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.25% | — | — | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.23% | -0.02% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.22% | +0.16% | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | +0.04% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | +11.62% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.21% | — | -12.58% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | -0.04% | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.20% | -0.19% | — | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.16% | -0.02% | -4.73% | |
| 48 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.15% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.03% | — | |
| 50 | MO | Altria Group INC | 股票-非周期性消费 | 0.13% | — | +0.08% |