CIK: 0001599084
申报总市值
US$4.9亿
仅显示前 200 大持股（共 412 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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 11.01% | +0.29% | +4.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.87% | -0.21% | -0.84% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.87% | +0.16% | +1.66% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.20% | +0.14% | -0.14% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.91% | -0.19% | +0.05% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.75% | -0.22% | -0.68% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.68% | — | +0.02% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.43% | -0.10% | -1.41% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.39% | +0.20% | +103.18% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.15% | +0.14% | -0.13% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.92% | — | +0.97% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.84% | -0.27% | -3.61% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.82% | -0.05% | -0.68% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.61% | -0.08% | +0.04% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.57% | +0.09% | -1.35% | |
| 16 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.54% | +0.01% | -1.99% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.54% | -0.06% | -1.47% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.53% | -0.10% | +0.85% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.49% | +0.03% | +0.32% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.47% | -0.09% | -0.36% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.46% | — | -3.10% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.30% | -0.15% | -2.09% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.27% | — | +3.86% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.24% | — | -3.22% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.10% | — | -0.30% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.94% | -0.02% | -1.34% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.91% | -0.01% | -1.83% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.89% | — | -1.72% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.82% | — | +0.42% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.82% | — | -1.30% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | — | -0.95% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | +0.04% | -3.68% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.78% | — | +0.11% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.75% | -0.01% | -0.39% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.71% | -0.01% | -3.11% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.17% | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.04% | +1.66% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | -0.08% | +1.98% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.60% | +0.10% | +12.90% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | -0.01% | -5.12% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | -0.01% | +14.70% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.45% | — | -1.01% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +0.10% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.42% | -0.02% | +2.35% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.38% | — | -1.07% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.36% | — | -0.58% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | -0.06% | +1.57% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.33% | — | +3.57% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.32% | — | +12.63% | |
| 50 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.32% | +0.05% | +17.05% |