CIK: 0001512581
申报总市值
US$53.7亿
仅显示前 200 大持股（共 692 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.13% | -0.46% | +0.60% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.57% | +1.18% | +9.18% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.34% | — | -0.52% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 8.25% | -0.21% | +6.49% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.47% | -0.49% | +3.83% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 5.29% | -0.16% | +5.34% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.24% | — | -0.35% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.46% | — | +0.61% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.32% | — | +5.16% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.11% | — | +0.48% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.32% | -0.16% | -2.44% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | +1.17% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.12% | — | -2.18% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.04% | -0.03% | +10.43% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.98% | — | -2.19% | |
| 16 | MBB | Ishares Mbs ETF | ETF-其他 | 0.93% | — | -1.15% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.67% | -0.04% | — | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.61% | +0.02% | +7.15% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | — | +4.64% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.46% | +0.11% | +3.29% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.44% | — | +8.66% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | +1.20% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +9.37% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | -26.45% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | — | +7.31% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.31% | — | +9.40% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | +4.15% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | +0.12% | — | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.27% | +0.02% | +3.14% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | +10.02% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | — | -0.80% | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.27% | — | +5.81% | |
| 33 | IDV | Ishares International Select | ETF-其他 | 0.27% | — | -9.27% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.26% | +0.14% | +4.39% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | — | +7.65% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.23% | — | -2.85% | |
| 37 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股与成长 | 0.22% | — | -6.56% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.22% | +0.04% | -7.37% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.21% | — | +3.05% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.21% | — | -10.84% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.21% | — | +4.08% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.21% | — | +0.05% | |
| 43 | SLB | Slb LTD | 股票-能源 | 0.21% | — | -3.40% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | — | -2.21% | |
| 45 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.21% | — | +0.46% | |
| 46 | MO | Altria Group INC | 股票-非周期性消费 | 0.20% | — | +5.94% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.20% | +0.08% | — | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.19% | — | -3.36% | |
| 49 | PSX | Phillips 66 | 股票-能源 | 0.19% | — | +5.97% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.19% | — | -2.42% |