CIK: 0001512581
申报总市值
US$53.7亿
仅显示前 200 大持股（共 731 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 | 8.91% | -0.46% | +2.33% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 8.35% | -0.21% | +5.87% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.32% | — | +3.08% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.16% | +1.18% | +6.30% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.48% | -0.49% | +7.49% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.92% | -0.16% | +4.40% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.05% | — | +2.03% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.35% | — | +2.04% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.17% | — | +2.86% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.02% | — | +0.91% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.28% | -0.16% | +2.48% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.14% | — | +4.57% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.10% | — | +3.64% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.10% | -0.04% | +73.13% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.97% | -0.03% | +6.07% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.90% | — | +1.82% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 0.85% | — | +2.55% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | — | +10.67% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.55% | +0.02% | +1.09% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.12% | +88.45% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.49% | +0.11% | +7.56% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.46% | — | +7.10% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | +13.62% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.43% | — | +9.02% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +24.47% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | — | +0.79% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.35% | — | -5.57% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.33% | +0.08% | +84.69% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | +16.41% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.32% | — | +6.39% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.30% | — | +16.38% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.30% | +0.02% | +18.93% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | — | +11.01% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.27% | +0.14% | +16.07% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.25% | — | +18.02% | |
| 36 | IDV | Ishares International Select | ETF-其他 | 0.25% | — | +4.22% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.25% | — | +50.04% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.25% | — | +9.91% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.24% | +0.04% | +23.71% | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.24% | — | +20.08% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.24% | — | +14.31% | |
| 42 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.23% | — | +18.65% | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.22% | — | +8.57% | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.22% | — | +17.36% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.22% | — | +0.20% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | — | +4.96% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.20% | — | +16.24% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.20% | — | +12.93% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.19% | — | +13.95% | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.19% | — | +6.92% |