CIK: 0001512581
申报总市值
US$53.7亿
仅显示前 200 大持股（共 846 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.36% | -0.49% | -8.71% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.36% | +1.18% | +9.42% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.30% | -0.46% | -4.84% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 5.83% | -0.21% | -8.35% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.01% | — | -11.80% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.39% | +0.66% | +2.88% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.55% | -0.04% | -4.80% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.40% | +0.32% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.35% | -0.16% | +1.03% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.17% | +0.12% | +63.09% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.17% | +0.33% | +4.47% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.12% | +0.42% | +119.74% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.11% | -0.16% | +3.22% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.83% | -0.13% | -7.82% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.83% | +0.08% | +22.86% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.77% | -1.56% | +10.72% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.60% | +0.35% | +6942.27% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.33% | +0.14% | +537.66% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | — | -10.77% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.22% | — | -15.75% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.16% | — | -6.33% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.09% | -0.06% | -13.35% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.07% | +0.25% | +38.82% | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.04% | +0.19% | +83.52% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.81% | — | +7.18% | |
| 26 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.79% | +0.20% | — | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.76% | +0.15% | +38.78% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | +0.16% | -44.20% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | — | -6.98% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.69% | -0.03% | +15.78% | |
| 31 | IDV | Ishares International Select | ETF-其他 | 0.69% | — | -8.01% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.63% | +0.09% | +29.02% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | — | -9.02% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.57% | +0.13% | — | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | — | -0.71% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | +0.03% | +20.52% | |
| 37 | MBB | Ishares Mbs ETF | ETF-其他 | 0.48% | — | -51.24% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.48% | — | +5.57% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.46% | +0.10% | -14.82% | |
| 40 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.44% | +0.04% | — | |
| 41 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.38% | +0.10% | — | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.37% | +0.11% | -2.45% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.31% | +0.02% | -68.64% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.27% | +0.04% | -35.54% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.26% | — | +2.88% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.26% | +0.02% | +15.08% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.23% | — | -18.29% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.23% | — | -9.61% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | — | -4.05% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.23% | — | +11.60% |