CIK: 0001535847
申报总市值
US$380.5亿
仅显示前 200 大持股（共 4279 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 | 7.68% | -0.27% | -4.16% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 6.39% | — | +17.80% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.70% | -0.26% | +176.95% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 2.13% | — | +53.63% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.92% | +0.38% | -11.97% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.83% | — | +5.72% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.78% | — | +24.94% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.64% | — | -62.41% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.62% | -0.44% | +1327.85% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.56% | -0.18% | +10.72% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.52% | — | -8.77% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.34% | -0.47% | -24.63% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.25% | +6.20% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.20% | — | -28.60% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.04% | — | +1.70% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.04% | -0.14% | +40.05% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.03% | — | +21.72% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.99% | -0.08% | +5.44% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.97% | — | +6.42% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.91% | -0.33% | +49.53% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.12% | +2.76% | |
| 22 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.86% | — | -6.82% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.77% | +0.25% | +117.52% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.73% | — | +4.12% | |
| 25 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.70% | — | +156.02% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.69% | — | -24.08% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.68% | +0.01% | +43.65% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.66% | -0.13% | +2645.85% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | +0.27% | -23.59% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | -0.11% | +1.11% | |
| 31 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.57% | — | +7.51% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.57% | — | -3.02% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.57% | — | +6.95% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | — | +4.47% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.55% | -0.17% | -1.81% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | -0.10% | +1.33% | |
| 37 | QHY | Wisdomtree US High Yield Cor | ETF-非投资级债 | 0.53% | — | +40.22% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | -0.61% | |
| 39 | INTF | Ishares International Equity | ETF-其他 | 0.52% | — | +0.84% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +4.04% | |
| 41 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 0.48% | — | -1.01% | |
| 42 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 0.48% | — | +141.38% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | — | +6.92% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.44% | — | +0.59% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.43% | — | +74.16% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.42% | — | +2.42% | |
| 47 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.41% | — | -39.59% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | — | +6.77% | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.37% | — | -5.94% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | — | -10.92% |