CIK: 0001737089
申报总市值
US$34.6亿
仅显示前 200 大持股（共 542 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 | 2.55% | -1.10% | -0.05% | |
| 2 | URTH | Ishares Msci World ETF | ETF-其他 | 2.30% | — | -3.25% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.13% | — | +13.39% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.93% | — | +18.46% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.86% | -0.94% | -7.22% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 1.75% | — | +149.43% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.69% | — | -2.85% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.62% | +0.07% | +10.28% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.60% | +0.23% | +2.75% | |
| 10 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 1.57% | — | -1.98% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.50% | — | -6.36% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.46% | — | -1.13% | |
| 13 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.43% | -0.64% | +0.42% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.40% | — | -1.83% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.37% | — | -0.86% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | — | -0.03% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.29% | — | -7.65% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.25% | — | -28.15% | |
| 19 | TAXF | American Century Diver Muni | ETF-其他 | 1.17% | — | -2.06% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.06% | — | +0.28% | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.05% | — | +0.78% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.05% | -0.32% | +34.34% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.01% | +1.85% | -27.47% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.98% | -0.41% | -2.57% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.16% | -2.71% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.89% | — | -2.13% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | — | +1.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | +0.13% | +936.86% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.86% | -0.27% | -2.10% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.28% | -4.60% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.76% | — | +9.07% | |
| 32 | BLOK | Amplify Blockchain Tech ETF | ETF-科技型 | 0.75% | — | -2.39% | |
| 33 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 0.73% | — | -6.45% | |
| 34 | FLCA | Franklin Ftse Canada ETF | ETF-其他 | 0.72% | — | -4.54% | |
| 35 | EWN | Ishares Msci Netherlands ETF | ETF-其他 | 0.70% | — | +29586.79% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.70% | +0.13% | +1.39% | |
| 37 | EDEN | Ishares Msci Denmark ETF | ETF-其他 | 0.70% | — | +41862.32% | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.69% | — | +0.66% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.69% | +1.09% | +6681.82% | |
| 40 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 0.68% | — | +2.00% | |
| 41 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.68% | — | -30.54% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.67% | -0.52% | -0.57% | |
| 43 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.66% | — | -13.70% | |
| 44 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.66% | — | -2.71% | |
| 45 | EWQ | Ishares Msci France ETF | ETF-其他 | 0.65% | — | +1.21% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.64% | — | +1.60% | |
| 47 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.64% | — | +36076.08% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | — | -16.42% | |
| 49 | FLBR | Franklin Ftse Brazil ETF | ETF-其他 | 0.62% | — | +1.73% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +54.99% |