CIK: 0001599084
申报总市值
US$4.9亿
仅显示前 200 大持股（共 393 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.38% | -0.21% | -0.66% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 11.00% | +0.29% | +7.18% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 7.06% | +0.16% | -1.57% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.18% | +0.14% | +0.22% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.08% | -0.19% | +0.15% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.03% | +0.20% | +8.07% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 2.70% | -0.22% | -5.14% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.64% | — | -0.72% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.38% | -0.10% | -1.65% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.09% | +0.14% | -5.97% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.06% | — | -2.82% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.86% | -0.10% | +2.68% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.84% | -0.05% | -2.34% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.74% | +0.03% | -5.52% | |
| 15 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.67% | +0.01% | -11.32% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.48% | -0.27% | -2.24% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.46% | +0.09% | -1.46% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.44% | -0.09% | -4.35% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.41% | -0.08% | +10.06% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.39% | -0.06% | -6.77% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.24% | — | -1.29% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.20% | -0.15% | -0.55% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.16% | -0.17% | — | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.06% | — | +0.46% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.02% | — | -5.88% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.99% | — | -5.57% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.92% | — | -2.36% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.91% | -0.02% | -2.09% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.84% | — | -6.19% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.79% | -0.01% | -1.46% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.17% | -1.23% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.74% | — | -6.10% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.73% | -0.01% | -1.68% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | — | -2.45% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.04% | -0.82% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | — | -6.93% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.63% | +0.10% | +9.15% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | -0.01% | -5.89% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.59% | -0.01% | -11.44% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | -0.08% | -2.60% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | -0.01% | +0.64% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.48% | — | +4.95% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | -0.58% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | +0.04% | -47.33% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.37% | — | +12.27% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.35% | -0.02% | -0.90% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.34% | +0.09% | +4.58% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.34% | — | -0.90% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.33% | -0.06% | -1.76% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.32% | — | — |